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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,533 | $42,383-58.6% | $76,523-77.1% | $64,181-72.7% |
| Participation rate | 71.4% | 58.1%+13.3pp | 68.0%+3.4pp | 69.6%+1.9pp |
| Annual return | 11.35% | -16.54%+27.9pp | -0.27%+11.6pp | 7.63%+3.7pp |
| Employer contribution / active EE | $2,161 | $1,563+38.2% | $2,647-18.4% | $2,381-9.2% |
| Participant deferral / active EE | $3,204 | $2,566+24.9% | $3,835-16.5% | $3,470-7.6% |
| Admin fee / account holder | $1,691 | $3,198-47.1% | $4,848-65.1% | $4,887-65.4% |