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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 | $19,792 | $50,947-61.2% | $74,551-73.5% | $64,173-69.2% |
| Participation rate | 85.7% | 61.1%+24.7pp | 69.1%+16.6pp | 69.6%+16.1pp |
| Annual return | -4.49% | -1.85%-2.6pp | 32.53%-37.0pp | 7.63%-12.1pp |
| Employer contribution / active EE | $1,257 | $1,115+12.7% | $1,961-35.9% | $2,381-47.2% |
| Participant deferral / active EE | $4,383 | $2,302+90.5% | $3,108+41.0% | $3,470+26.3% |
| Admin fee / account holder | $2,571 | $4,221-39.1% | $5,059-49.2% | $4,887-47.4% |