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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 | $26,558 | $67,602-60.7% | $82,312-67.7% | $70,126-62.1% |
| Participation rate | 72.5% | 72.8%-0.3pp | 76.9%-4.4pp | 69.5%+2.9pp |
| Annual return | 0.00% | 21.57%-21.6pp | 25.88%-25.9pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,553 | $1,755-11.5% | $2,428-36.1% | $2,343-33.7% |
| Participant deferral / active EE | $4,970 | $2,987+66.4% | $3,706+34.1% | $3,332+49.2% |
| Admin fee / account holder | $3,510 | $4,512-22.2% | $5,608-37.4% | $4,645-24.4% |