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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 | $34,724 | $62,583-44.5% | $76,767-54.8% | $64,173-45.9% |
| Participation rate | 80.6% | 72.8%+7.7pp | 77.0%+3.6pp | 69.6%+11.0pp |
| Annual return | -2.26% | -1.95%-0.3pp | 2.43%-4.7pp | 7.63%-9.9pp |
| Employer contribution / active EE | $869 | $1,832-52.6% | $2,485-65.0% | $2,381-63.5% |
| Participant deferral / active EE | $2,450 | $3,145-22.1% | $3,852-36.4% | $3,470-29.4% |
| Admin fee / account holder | $4,433 | $4,667-5.0% | $6,675-33.6% | $4,887-9.3% |