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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 | $21,726 | $43,344-49.9% | $59,899-63.7% | $64,173-66.1% |
| Participation rate | 97.2% | 69.2%+28.1pp | 74.7%+22.5pp | 69.6%+27.7pp |
| Annual return | -6.80% | -1.55%-5.2pp | 3.46%-10.3pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,672 | $2,030-17.6% | $2,723-38.6% | $2,381-29.8% |
| Participant deferral / active EE | $4,283 | $2,547+68.1% | $3,402+25.9% | $3,470+23.4% |
| Admin fee / account holder | $3,339 | $3,008+11.0% | $3,592-7.1% | $4,887-31.7% |