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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 | $42,574 | $56,484-24.6% | $169,452-74.9% | $64,173-33.7% |
| Participation rate | 82.5% | 64.5%+17.9pp | 77.8%+4.7pp | 69.6%+12.9pp |
| Annual return | -6.68% | -1.55%-5.1pp | 1.83%-8.5pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,554 | $1,832-15.2% | $4,157-62.6% | $2,381-34.7% |
| Participant deferral / active EE | $3,395 | $3,448-1.5% | $5,277-35.7% | $3,470-2.2% |
| Admin fee / account holder | $2,243 | $4,174-46.3% | $9,110-75.4% | $4,887-54.1% |