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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 | $39,722 | $56,484-29.7% | $169,452-76.6% | $64,181-38.1% |
| Participation rate | 75.0% | 64.5%+10.5pp | 77.8%-2.8pp | 69.6%+5.4pp |
| Annual return | -5.81% | -1.55%-4.3pp | 1.83%-7.6pp | 7.63%-13.4pp |
| Employer contribution / active EE | $2,008 | $1,832+9.6% | $4,157-51.7% | $2,381-15.6% |
| Participant deferral / active EE | $2,115 | $3,448-38.7% | $5,277-59.9% | $3,470-39.0% |
| Admin fee / account holder | $5,973 | $4,174+43.1% | $9,110-34.4% | $4,887+22.2% |