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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 | $24,826 | $61,660-59.7% | $80,022-69.0% | $64,173-61.3% |
| Participation rate | 73.8% | 71.7%+2.1pp | 75.8%-2.1pp | 69.6%+4.2pp |
| Annual return | -3.84% | -0.33%-3.5pp | 11.22%-15.1pp | 7.63%-11.5pp |
| Employer contribution / active EE | $1,043 | $1,810-42.4% | $2,468-57.7% | $2,381-56.2% |
| Participant deferral / active EE | $1,890 | $2,968-36.3% | $3,686-48.7% | $3,470-45.5% |
| Admin fee / account holder | $9,874 | $5,417+82.3% | $6,521+51.4% | $4,887+102.0% |