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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 | $24,607 | $62,583-60.7% | $76,767-67.9% | $64,173-61.7% |
| Participation rate | 95.1% | 72.8%+22.3pp | 77.0%+18.2pp | 69.6%+25.6pp |
| Annual return | -7.32% | -1.95%-5.4pp | 2.43%-9.7pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,671 | $1,832-8.8% | $2,485-32.8% | $2,381-29.8% |
| Participant deferral / active EE | $4,921 | $3,145+56.5% | $3,852+27.8% | $3,470+41.8% |
| Admin fee / account holder | $2,385 | $4,667-48.9% | $6,675-64.3% | $4,887-51.2% |