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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 | $22,287 | $49,280-54.8% | $67,313-66.9% | $64,173-65.3% |
| Participation rate | 83.1% | 60.8%+22.3pp | 69.1%+14.0pp | 69.6%+13.5pp |
| Annual return | -8.03% | -1.39%-6.6pp | -4.08%-3.9pp | 7.63%-15.7pp |
| Employer contribution / active EE | $1,513 | $1,668-9.3% | $2,566-41.0% | $2,381-36.4% |
| Participant deferral / active EE | $2,534 | $2,484+2.0% | $3,568-29.0% | $3,470-27.0% |
| Admin fee / account holder | $1,387 | $3,863-64.1% | $4,507-69.2% | $4,887-71.6% |