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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 | $21,021 | $54,162-61.2% | $68,612-69.4% | $64,173-67.2% |
| Participation rate | 93.5% | 68.1%+25.5pp | 72.2%+21.3pp | 69.6%+23.9pp |
| Annual return | -4.23% | -1.62%-2.6pp | -4.63%+0.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $1,456 | $1,846-21.1% | $2,625-44.5% | $2,381-38.8% |
| Participant deferral / active EE | $1,232 | $2,626-53.1% | $3,311-62.8% | $3,470-64.5% |
| Admin fee / account holder | $1,306 | $4,029-67.6% | $5,131-74.5% | $4,887-73.3% |