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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 | $44,401 | $58,587-24.2% | $83,322-46.7% | $64,173-30.8% |
| Participation rate | 76.7% | 72.0%+4.7pp | 77.8%-1.0pp | 69.6%+7.2pp |
| Annual return | -7.73% | 9.65%-17.4pp | 10.64%-18.4pp | 7.63%-15.4pp |
| Employer contribution / active EE | $2,436 | $2,098+16.1% | $3,379-27.9% | $2,381+2.3% |
| Participant deferral / active EE | $7,285 | $4,654+56.5% | $5,565+30.9% | $3,470+110.0% |
| Admin fee / account holder | $2,434 | $9,279-73.8% | $7,540-67.7% | $4,887-50.2% |