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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 | $16,273 | $58,587-72.2% | $83,322-80.5% | $64,173-74.6% |
| Participation rate | 92.0% | 72.0%+20.0pp | 77.8%+14.2pp | 69.6%+22.4pp |
| Annual return | -7.58% | 9.65%-17.2pp | 10.64%-18.2pp | 7.63%-15.2pp |
| Employer contribution / active EE | $2,095 | $2,098-0.2% | $3,379-38.0% | $2,381-12.0% |
| Participant deferral / active EE | $3,017 | $4,654-35.2% | $5,565-45.8% | $3,470-13.0% |
| Admin fee / account holder | $5,397 | $9,279-41.8% | $7,540-28.4% | $4,887+10.4% |