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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 | $53,822 | $62,583-14.0% | $76,767-29.9% | $64,173-16.1% |
| Participation rate | 82.9% | 72.8%+10.1pp | 77.0%+6.0pp | 69.6%+13.4pp |
| Annual return | -6.21% | -1.95%-4.3pp | 2.43%-8.6pp | 7.63%-13.8pp |
| Employer contribution / active EE | $770 | $1,832-58.0% | $2,485-69.0% | $2,381-67.7% |
| Participant deferral / active EE | $2,867 | $3,145-8.8% | $3,852-25.6% | $3,470-17.4% |
| Admin fee / account holder | $6,137 | $4,667+31.5% | $6,675-8.1% | $4,887+25.6% |