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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 | $32,533 | $43,344-24.9% | $59,899-45.7% | $64,173-49.3% |
| Participation rate | 70.0% | 69.2%+0.8pp | 74.7%-4.7pp | 69.6%+0.4pp |
| Annual return | -6.80% | -1.55%-5.2pp | 3.46%-10.3pp | 7.63%-14.4pp |
| Employer contribution / active EE | $820 | $2,030-59.6% | $2,723-69.9% | $2,381-65.6% |
| Participant deferral / active EE | $779 | $2,547-69.4% | $3,402-77.1% | $3,470-77.6% |
| Admin fee / account holder | $2,971 | $3,008-1.2% | $3,592-17.3% | $4,887-39.2% |