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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 | $50,845 | $62,583-18.8% | $76,767-33.8% | $64,173-20.8% |
| Participation rate | 76.3% | 72.8%+3.5pp | 77.0%-0.7pp | 69.6%+6.7pp |
| Annual return | -6.54% | -1.95%-4.6pp | 2.43%-9.0pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,442 | $1,832-21.3% | $2,485-42.0% | $2,381-39.4% |
| Participant deferral / active EE | $2,699 | $3,145-14.2% | $3,852-29.9% | $3,470-22.2% |
| Admin fee / account holder | $7,156 | $4,667+53.3% | $6,675+7.2% | $4,887+46.4% |