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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 | $55,781 | $50,947+9.5% | $74,551-25.2% | $64,173-13.1% |
| Participation rate | 73.9% | 61.1%+12.9pp | 69.1%+4.8pp | 69.6%+4.3pp |
| Annual return | -5.59% | -1.85%-3.7pp | 32.53%-38.1pp | 7.63%-13.2pp |
| Employer contribution / active EE | $867 | $1,115-22.3% | $1,961-55.8% | $2,381-63.6% |
| Participant deferral / active EE | $2,884 | $2,302+25.3% | $3,108-7.2% | $3,470-16.9% |
| Admin fee / account holder | $1,798 | $4,221-57.4% | $5,059-64.5% | $4,887-63.2% |