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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 | $47,230 | $62,586-24.5% | $76,766-38.5% | $64,181-26.4% |
| Participation rate | 76.6% | 72.8%+3.7pp | 77.0%-0.4pp | 69.6%+7.0pp |
| Annual return | -3.18% | -1.95%-1.2pp | 2.43%-5.6pp | 7.63%-10.8pp |
| Employer contribution / active EE | $708 | $1,832-61.3% | $2,485-71.5% | $2,381-70.2% |
| Participant deferral / active EE | $2,791 | $3,145-11.3% | $3,851-27.5% | $3,470-19.6% |
| Admin fee / account holder | $8,450 | $4,667+81.1% | $6,675+26.6% | $4,887+72.9% |