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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 | $26,229 | $62,589-58.1% | $76,768-65.8% | $64,173-59.1% |
| Participation rate | 84.7% | 72.8%+11.9pp | 77.0%+7.8pp | 69.6%+15.2pp |
| Annual return | -5.29% | -1.95%-3.3pp | 2.43%-7.7pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,319 | $1,832-28.0% | $2,485-46.9% | $2,381-44.6% |
| Participant deferral / active EE | $1,759 | $3,145-44.1% | $3,852-54.3% | $3,470-49.3% |
| Admin fee / account holder | $1,562 | $4,667-66.5% | $6,675-76.6% | $4,887-68.0% |