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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 | $17,857 | $43,344-58.8% | $59,899-70.2% | $64,173-72.2% |
| Participation rate | 73.8% | 69.2%+4.7pp | 74.7%-0.8pp | 69.6%+4.3pp |
| Annual return | -3.77% | -1.55%-2.2pp | 3.46%-7.2pp | 7.63%-11.4pp |
| Employer contribution / active EE | $2,135 | $2,030+5.2% | $2,723-21.6% | $2,381-10.3% |
| Participant deferral / active EE | $2,743 | $2,547+7.7% | $3,402-19.4% | $3,470-21.0% |
| Admin fee / account holder | $4,094 | $3,008+36.1% | $3,592+14.0% | $4,887-16.2% |