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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 | $29,479 | $50,958-42.1% | $74,552-60.5% | $64,181-54.1% |
| Participation rate | 76.5% | 61.1%+15.4pp | 69.1%+7.3pp | 69.6%+6.9pp |
| Annual return | 5.95% | -1.86%+7.8pp | 32.53%-26.6pp | 7.63%-1.7pp |
| Employer contribution / active EE | $1,161 | $1,115+4.1% | $1,961-40.8% | $2,381-51.3% |
| Participant deferral / active EE | $1,830 | $2,301-20.5% | $3,108-41.1% | $3,470-47.3% |
| Admin fee / account holder | $509 | $4,223-87.9% | $5,060-89.9% | $4,887-89.6% |