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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 | $23,474 | $62,586-62.5% | $76,766-69.4% | $64,181-63.4% |
| Participation rate | 78.1% | 72.8%+5.3pp | 77.0%+1.2pp | 69.6%+8.6pp |
| Annual return | -4.52% | -1.95%-2.6pp | 2.43%-7.0pp | 7.63%-12.2pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,500 | $3,145-52.3% | $3,851-61.1% | $3,470-56.8% |
| Admin fee / account holder | $4,739 | $4,667+1.5% | $6,675-29.0% | $4,887-3.0% |