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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 | $26,036 | $54,726-52.4% | $68,793-62.2% | $64,181-59.4% |
| Participation rate | 84.2% | 68.0%+16.2pp | 72.2%+12.0pp | 69.6%+14.6pp |
| Annual return | -5.46% | -1.62%-3.8pp | -4.63%-0.8pp | 7.63%-13.1pp |
| Employer contribution / active EE | $527 | $1,846-71.5% | $2,625-79.9% | $2,381-77.9% |
| Participant deferral / active EE | $1,479 | $2,626-43.7% | $3,311-55.3% | $3,470-57.4% |
| Admin fee / account holder | $1,739 | $4,027-56.8% | $5,131-66.1% | $4,887-64.4% |