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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 | $49,955 | $61,660-19.0% | $80,022-37.6% | $64,173-22.2% |
| Participation rate | 79.3% | 71.7%+7.6pp | 75.8%+3.5pp | 69.6%+9.7pp |
| Annual return | -2.05% | -0.33%-1.7pp | 11.22%-13.3pp | 7.63%-9.7pp |
| Employer contribution / active EE | $940 | $1,810-48.1% | $2,468-61.9% | $2,381-60.5% |
| Participant deferral / active EE | $2,265 | $2,968-23.7% | $3,686-38.5% | $3,470-34.7% |
| Admin fee / account holder | $2,374 | $5,417-56.2% | $6,521-63.6% | $4,887-51.4% |