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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 | $22,215 | $49,280-54.9% | $67,313-67.0% | $64,173-65.4% |
| Participation rate | 74.3% | 60.8%+13.5pp | 69.1%+5.2pp | 69.6%+4.7pp |
| Annual return | -6.46% | -1.39%-5.1pp | -4.08%-2.4pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,852 | $1,668+11.0% | $2,566-27.8% | $2,381-22.2% |
| Participant deferral / active EE | $3,142 | $2,484+26.5% | $3,568-11.9% | $3,470-9.4% |
| Admin fee / account holder | $3,142 | $3,863-18.7% | $4,507-30.3% | $4,887-35.7% |