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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 | $41,149 | $49,280-16.5% | $67,313-38.9% | $64,173-35.9% |
| Participation rate | 93.1% | 60.8%+32.3pp | 69.1%+24.0pp | 69.6%+23.5pp |
| Annual return | -2.44% | -1.39%-1.0pp | -4.08%+1.6pp | 7.63%-10.1pp |
| Employer contribution / active EE | $642 | $1,668-61.5% | $2,566-75.0% | $2,381-73.0% |
| Participant deferral / active EE | $1,683 | $2,484-32.3% | $3,568-52.8% | $3,470-51.5% |
| Admin fee / account holder | $10,352 | $3,863+168.0% | $4,507+129.7% | $4,887+111.8% |