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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 | $36,275 | $54,162-33.0% | $68,612-47.1% | $64,173-43.5% |
| Participation rate | 84.3% | 68.1%+16.3pp | 72.2%+12.1pp | 69.6%+14.8pp |
| Annual return | -4.83% | -1.62%-3.2pp | -4.63%-0.2pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,610 | $1,846-12.8% | $2,625-38.7% | $2,381-32.4% |
| Participant deferral / active EE | $2,735 | $2,626+4.1% | $3,311-17.4% | $3,470-21.2% |
| Admin fee / account holder | $8,602 | $4,029+113.5% | $5,131+67.6% | $4,887+76.0% |