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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 | $65,179 | $62,583+4.1% | $76,767-15.1% | $64,173+1.6% |
| Participation rate | 70.6% | 72.8%-2.2pp | 77.0%-6.4pp | 69.6%+1.0pp |
| Annual return | -5.18% | -1.95%-3.2pp | 2.43%-7.6pp | 7.63%-12.8pp |
| Employer contribution / active EE | $524 | $1,832-71.4% | $2,485-78.9% | $2,381-78.0% |
| Participant deferral / active EE | $4,310 | $3,145+37.0% | $3,852+11.9% | $3,470+24.2% |
| Admin fee / account holder | $10,982 | $4,667+135.3% | $6,675+64.5% | $4,887+124.7% |