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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 | $24,523 | $73,863-66.8% | $143,797-82.9% | $68,490-64.2% |
| Participation rate | 75.0% | 66.7%+8.3pp | 80.3%-5.3pp | 67.9%+7.1pp |
| Annual return | -4.55% | 0.91%-5.5pp | -0.04%-4.5pp | -7.85%+3.3pp |
| Employer contribution / active EE | $1,606 | $3,185-49.6% | $4,952-67.6% | $2,597-38.2% |
| Participant deferral / active EE | $2,894 | $3,385-14.5% | $5,638-48.7% | $4,028-28.2% |
| Admin fee / account holder | $8,044 | $5,756+39.8% | $14,679-45.2% | $5,403+48.9% |