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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 | $27,424 | $61,660-55.5% | $80,022-65.7% | $64,181-57.3% |
| Participation rate | 76.5% | 71.7%+4.8pp | 75.8%+0.6pp | 69.6%+6.9pp |
| Annual return | -6.36% | -0.33%-6.0pp | 11.22%-17.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,279 | $1,810-29.4% | $2,468-48.2% | $2,381-46.3% |
| Participant deferral / active EE | $2,586 | $2,968-12.9% | $3,686-29.9% | $3,470-25.5% |
| Admin fee / account holder | $6,592 | $5,417+21.7% | $6,521+1.1% | $4,887+34.9% |