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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 | $30,267 | $43,344-30.2% | $59,899-49.5% | $64,173-52.8% |
| Participation rate | 97.1% | 69.2%+28.0pp | 74.7%+22.4pp | 69.6%+27.6pp |
| Annual return | -2.85% | -1.55%-1.3pp | 3.46%-6.3pp | 7.63%-10.5pp |
| Employer contribution / active EE | $1,266 | $2,030-37.6% | $2,723-53.5% | $2,381-46.8% |
| Participant deferral / active EE | $2,264 | $2,547-11.1% | $3,402-33.5% | $3,470-34.8% |
| Admin fee / account holder | $6,475 | $3,008+115.3% | $3,592+80.3% | $4,887+32.5% |