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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 | $82,075 | $61,660+33.1% | $80,022+2.6% | $64,173+27.9% |
| Participation rate | 72.7% | 71.7%+1.0pp | 75.8%-3.1pp | 69.6%+3.2pp |
| Annual return | -5.80% | -0.33%-5.5pp | 11.22%-17.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $458 | $1,810-74.7% | $2,468-81.4% | $2,381-80.8% |
| Participant deferral / active EE | $2,361 | $2,968-20.4% | $3,686-35.9% | $3,470-32.0% |
| Admin fee / account holder | $9,358 | $5,417+72.7% | $6,521+43.5% | $4,887+91.5% |