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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 | $22,629 | $54,162-58.2% | $68,612-67.0% | $64,173-64.7% |
| Participation rate | 89.3% | 68.1%+21.2pp | 72.2%+17.0pp | 69.6%+19.7pp |
| Annual return | -4.96% | -1.62%-3.3pp | -4.63%-0.3pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,360 | $1,846-26.3% | $2,625-48.2% | $2,381-42.9% |
| Participant deferral / active EE | $2,774 | $2,626+5.6% | $3,311-16.2% | $3,470-20.1% |
| Admin fee / account holder | $1,041 | $4,029-74.2% | $5,131-79.7% | $4,887-78.7% |