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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 | $63,582 | $49,280+29.0% | $67,313-5.5% | $64,173-0.9% |
| Participation rate | 72.3% | 60.8%+11.6pp | 69.1%+3.3pp | 69.6%+2.8pp |
| Annual return | -3.03% | -1.39%-1.6pp | -4.08%+1.1pp | 7.63%-10.7pp |
| Employer contribution / active EE | $778 | $1,668-53.3% | $2,566-69.7% | $2,381-67.3% |
| Participant deferral / active EE | $2,429 | $2,484-2.2% | $3,568-31.9% | $3,470-30.0% |
| Admin fee / account holder | $5,662 | $3,863+46.6% | $4,507+25.6% | $4,887+15.9% |