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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 | $56,610 | $62,583-9.5% | $76,767-26.3% | $64,173-11.8% |
| Participation rate | 76.5% | 72.8%+3.7pp | 77.0%-0.5pp | 69.6%+6.9pp |
| Annual return | -6.41% | -1.95%-4.5pp | 2.43%-8.8pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,410 | $1,832-23.1% | $2,485-43.3% | $2,381-40.8% |
| Participant deferral / active EE | $2,583 | $3,145-17.9% | $3,852-32.9% | $3,470-25.6% |
| Admin fee / account holder | $9,079 | $4,667+94.5% | $6,675+36.0% | $4,887+85.8% |