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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 | $29,821 | $54,726-45.5% | $68,793-56.7% | $64,181-53.5% |
| Participation rate | 82.1% | 68.0%+14.1pp | 72.2%+9.9pp | 69.6%+12.6pp |
| Annual return | -6.90% | -1.62%-5.3pp | -4.63%-2.3pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,841 | $1,846-0.3% | $2,625-29.9% | $2,381-22.7% |
| Participant deferral / active EE | $3,937 | $2,626+49.9% | $3,311+18.9% | $3,470+13.5% |
| Admin fee / account holder | $2,072 | $4,027-48.5% | $5,131-59.6% | $4,887-57.6% |