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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 | $19,205 | $54,162-64.5% | $68,612-72.0% | $64,173-70.1% |
| Participation rate | 90.7% | 68.1%+22.6pp | 72.2%+18.5pp | 69.6%+21.1pp |
| Annual return | -5.79% | -1.62%-4.2pp | -4.63%-1.2pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,480 | $1,846-19.8% | $2,625-43.6% | $2,381-37.8% |
| Participant deferral / active EE | $1,968 | $2,626-25.1% | $3,311-40.6% | $3,470-43.3% |
| Admin fee / account holder | $760 | $4,029-81.1% | $5,131-85.2% | $4,887-84.4% |