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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 | $46,826 | $61,660-24.1% | $80,022-41.5% | $64,173-27.0% |
| Participation rate | 83.3% | 71.7%+11.6pp | 75.8%+7.5pp | 69.6%+13.8pp |
| Annual return | -6.30% | -0.33%-6.0pp | 11.22%-17.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $859 | $1,810-52.6% | $2,468-65.2% | $2,381-63.9% |
| Participant deferral / active EE | $3,669 | $2,968+23.6% | $3,686-0.5% | $3,470+5.8% |
| Admin fee / account holder | $2,422 | $5,417-55.3% | $6,521-62.9% | $4,887-50.4% |