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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 | $57,635 | $62,583-7.9% | $76,767-24.9% | $64,173-10.2% |
| Participation rate | 88.8% | 72.8%+15.9pp | 77.0%+11.8pp | 69.6%+19.2pp |
| Annual return | -4.75% | -1.95%-2.8pp | 2.43%-7.2pp | 7.63%-12.4pp |
| Employer contribution / active EE | $755 | $1,832-58.8% | $2,485-69.6% | $2,381-68.3% |
| Participant deferral / active EE | $3,347 | $3,145+6.4% | $3,852-13.1% | $3,470-3.5% |
| Admin fee / account holder | $3,116 | $4,667-33.2% | $6,675-53.3% | $4,887-36.2% |