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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 | $62,307 | $61,660+1.1% | $80,022-22.1% | $64,173-2.9% |
| Participation rate | 82.4% | 71.7%+10.7pp | 75.8%+6.5pp | 69.6%+12.8pp |
| Annual return | -6.03% | -0.33%-5.7pp | 11.22%-17.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,063 | $1,810-41.3% | $2,468-56.9% | $2,381-55.4% |
| Participant deferral / active EE | $2,102 | $2,968-29.2% | $3,686-43.0% | $3,470-39.4% |
| Admin fee / account holder | $447 | $5,417-91.8% | $6,521-93.2% | $4,887-90.9% |