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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 | $23,906 | $43,333-44.8% | $59,883-60.1% | $64,181-62.8% |
| Participation rate | 72.7% | 69.2%+3.6pp | 74.7%-2.0pp | 69.6%+3.2pp |
| Annual return | -2.03% | -1.55%-0.5pp | 3.46%-5.5pp | 7.63%-9.7pp |
| Employer contribution / active EE | $1,703 | $2,029-16.1% | $2,722-37.4% | $2,381-28.5% |
| Participant deferral / active EE | $2,855 | $2,547+12.1% | $3,402-16.1% | $3,470-17.7% |
| Admin fee / account holder | $1,846 | $3,006-38.6% | $3,591-48.6% | $4,887-62.2% |