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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 | $57,311 | $62,583-8.4% | $76,767-25.3% | $64,173-10.7% |
| Participation rate | 87.9% | 72.8%+15.1pp | 77.0%+10.9pp | 69.6%+18.3pp |
| Annual return | -6.97% | -1.95%-5.0pp | 2.43%-9.4pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,369 | $1,832-25.3% | $2,485-44.9% | $2,381-42.5% |
| Participant deferral / active EE | $6,290 | $3,145+100.0% | $3,852+63.3% | $3,470+81.3% |
| Admin fee / account holder | $3,736 | $4,667-20.0% | $6,675-44.0% | $4,887-23.6% |