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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 | $51,984 | $62,583-16.9% | $76,767-32.3% | $64,173-19.0% |
| Participation rate | 82.4% | 72.8%+9.6pp | 77.0%+5.5pp | 69.6%+12.9pp |
| Annual return | -6.38% | -1.95%-4.4pp | 2.43%-8.8pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,245 | $1,832-32.1% | $2,485-49.9% | $2,381-47.7% |
| Participant deferral / active EE | $3,079 | $3,145-2.1% | $3,852-20.0% | $3,470-11.2% |
| Admin fee / account holder | $745 | $4,667-84.0% | $6,675-88.8% | $4,887-84.8% |