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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 | $35,816 | $56,484-36.6% | $169,452-78.9% | $64,173-44.2% |
| Participation rate | 81.4% | 64.5%+16.9pp | 77.8%+3.6pp | 69.6%+11.9pp |
| Annual return | -4.13% | -1.55%-2.6pp | 1.83%-6.0pp | 7.63%-11.8pp |
| Employer contribution / active EE | $1,190 | $1,832-35.0% | $4,157-71.4% | $2,381-50.0% |
| Participant deferral / active EE | $3,797 | $3,448+10.1% | $5,277-28.1% | $3,470+9.4% |
| Admin fee / account holder | $10,477 | $4,174+151.0% | $9,110+15.0% | $4,887+114.4% |