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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 | $98,666 | $62,583+57.7% | $76,767+28.5% | $64,173+53.7% |
| Participation rate | 70.4% | 72.8%-2.4pp | 77.0%-6.6pp | 69.6%+0.8pp |
| Annual return | -1.05% | -1.95%+0.9pp | 2.43%-3.5pp | 7.63%-8.7pp |
| Employer contribution / active EE | $783 | $1,832-57.3% | $2,485-68.5% | $2,381-67.1% |
| Participant deferral / active EE | $2,144 | $3,145-31.8% | $3,852-44.3% | $3,470-38.2% |
| Admin fee / account holder | $8,607 | $4,667+84.4% | $6,675+28.9% | $4,887+76.1% |