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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 | $42,900 | $62,586-31.5% | $76,766-44.1% | $64,181-33.2% |
| Participation rate | 81.8% | 72.8%+9.0pp | 77.0%+4.9pp | 69.6%+12.2pp |
| Annual return | -3.76% | -1.95%-1.8pp | 2.43%-6.2pp | 7.63%-11.4pp |
| Employer contribution / active EE | $1,978 | $1,832+8.0% | $2,485-20.4% | $2,381-16.9% |
| Participant deferral / active EE | $5,345 | $3,145+70.0% | $3,851+38.8% | $3,470+54.1% |
| Admin fee / account holder | $1,495 | $4,667-68.0% | $6,675-77.6% | $4,887-69.4% |