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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 | $22,521 | $50,947-55.8% | $74,551-69.8% | $64,173-64.9% |
| Participation rate | 92.8% | 61.1%+31.7pp | 69.1%+23.6pp | 69.6%+23.2pp |
| Annual return | -6.29% | -1.85%-4.4pp | 32.53%-38.8pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,026 | $1,115-8.0% | $1,961-47.7% | $2,381-56.9% |
| Participant deferral / active EE | $3,365 | $2,302+46.2% | $3,108+8.3% | $3,470-3.0% |
| Admin fee / account holder | $1,103 | $4,221-73.9% | $5,059-78.2% | $4,887-77.4% |