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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 | $35,655 | $49,280-27.6% | $67,313-47.0% | $64,173-44.4% |
| Participation rate | 75.4% | 60.8%+14.7pp | 69.1%+6.4pp | 69.6%+5.9pp |
| Annual return | 0.90% | -1.39%+2.3pp | -4.08%+5.0pp | 7.63%-6.7pp |
| Employer contribution / active EE | $1,521 | $1,668-8.8% | $2,566-40.7% | $2,381-36.1% |
| Participant deferral / active EE | $1,625 | $2,484-34.6% | $3,568-54.5% | $3,470-53.2% |
| Admin fee / account holder | $985 | $3,863-74.5% | $4,507-78.1% | $4,887-79.8% |