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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 | $24,111 | $56,484-57.3% | $169,452-85.8% | $64,173-62.4% |
| Participation rate | 95.8% | 64.5%+31.2pp | 77.8%+18.0pp | 69.6%+26.2pp |
| Annual return | -5.64% | -1.55%-4.1pp | 1.83%-7.5pp | 7.63%-13.3pp |
| Employer contribution / active EE | $883 | $1,832-51.8% | $4,157-78.8% | $2,381-62.9% |
| Participant deferral / active EE | $2,087 | $3,448-39.5% | $5,277-60.5% | $3,470-39.9% |
| Admin fee / account holder | $4,516 | $4,174+8.2% | $9,110-50.4% | $4,887-7.6% |