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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 | $46,314 | $62,583-26.0% | $76,767-39.7% | $64,173-27.8% |
| Participation rate | 89.3% | 72.8%+16.5pp | 77.0%+12.3pp | 69.6%+19.7pp |
| Annual return | -4.69% | -1.95%-2.7pp | 2.43%-7.1pp | 7.63%-12.3pp |
| Employer contribution / active EE | $1,056 | $1,832-42.4% | $2,485-57.5% | $2,381-55.7% |
| Participant deferral / active EE | $1,597 | $3,145-49.2% | $3,852-58.5% | $3,470-54.0% |
| Admin fee / account holder | $3,119 | $4,667-33.2% | $6,675-53.3% | $4,887-36.2% |