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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 | $36,767 | $62,586-41.3% | $76,766-52.1% | $64,181-42.7% |
| Participation rate | 76.1% | 72.8%+3.3pp | 77.0%-0.8pp | 69.6%+6.6pp |
| Annual return | -4.97% | -1.95%-3.0pp | 2.43%-7.4pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,249 | $1,832-31.8% | $2,485-49.7% | $2,381-47.5% |
| Participant deferral / active EE | $4,105 | $3,145+30.5% | $3,851+6.6% | $3,470+18.3% |
| Admin fee / account holder | $6,932 | $4,667+48.5% | $6,675+3.8% | $4,887+41.8% |