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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 | $49,270 | $61,660-20.1% | $80,022-38.4% | $64,173-23.2% |
| Participation rate | 72.9% | 71.7%+1.2pp | 75.8%-2.9pp | 69.6%+3.3pp |
| Annual return | -5.34% | -0.33%-5.0pp | 11.22%-16.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $738 | $1,810-59.2% | $2,468-70.1% | $2,381-69.0% |
| Participant deferral / active EE | $6,955 | $2,968+134.4% | $3,686+88.7% | $3,470+100.4% |
| Admin fee / account holder | $755 | $5,417-86.1% | $6,521-88.4% | $4,887-84.5% |