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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 | $46,320 | $62,583-26.0% | $76,767-39.7% | $64,173-27.8% |
| Participation rate | 80.6% | 72.8%+7.8pp | 77.0%+3.7pp | 69.6%+11.1pp |
| Annual return | 0.04% | -1.95%+2.0pp | 2.43%-2.4pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,691 | $1,832-7.7% | $2,485-32.0% | $2,381-29.0% |
| Participant deferral / active EE | $2,517 | $3,145-20.0% | $3,852-34.7% | $3,470-27.5% |
| Admin fee / account holder | $688 | $4,667-85.3% | $6,675-89.7% | $4,887-85.9% |