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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 | $85,883 | $62,583+37.2% | $76,767+11.9% | $64,173+33.8% |
| Participation rate | 72.7% | 72.8%-0.1pp | 77.0%-4.2pp | 69.6%+3.2pp |
| Annual return | -6.04% | -1.95%-4.1pp | 2.43%-8.5pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,558 | $1,832-15.0% | $2,485-37.3% | $2,381-34.6% |
| Participant deferral / active EE | $3,144 | $3,1450% | $3,852-18.4% | $3,470-9.4% |
| Admin fee / account holder | $2,075 | $4,667-55.5% | $6,675-68.9% | $4,887-57.5% |