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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 | $26,627 | $62,583-57.5% | $76,767-65.3% | $64,173-58.5% |
| Participation rate | 82.9% | 72.8%+10.1pp | 77.0%+6.0pp | 69.6%+13.4pp |
| Annual return | -7.22% | -1.95%-5.3pp | 2.43%-9.6pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,344 | $1,832-26.7% | $2,485-45.9% | $2,381-43.6% |
| Participant deferral / active EE | $3,442 | $3,145+9.5% | $3,852-10.6% | $3,470-0.8% |
| Admin fee / account holder | $2,746 | $4,667-41.2% | $6,675-58.9% | $4,887-43.8% |