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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 | $43,991 | $58,587-24.9% | $83,322-47.2% | $64,173-31.4% |
| Participation rate | 92.0% | 72.0%+20.0pp | 77.8%+14.3pp | 69.6%+22.5pp |
| Annual return | -6.99% | 9.65%-16.6pp | 10.64%-17.6pp | 7.63%-14.6pp |
| Employer contribution / active EE | $316 | $2,098-84.9% | $3,379-90.6% | $2,381-86.7% |
| Participant deferral / active EE | $6,577 | $4,654+41.3% | $5,565+18.2% | $3,470+89.6% |
| Admin fee / account holder | $4,090 | $9,279-55.9% | $7,540-45.7% | $4,887-16.3% |