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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 | $28,120 | $62,583-55.1% | $76,767-63.4% | $64,173-56.2% |
| Participation rate | 77.6% | 72.8%+4.8pp | 77.0%+0.6pp | 69.6%+8.0pp |
| Annual return | -4.89% | -1.95%-2.9pp | 2.43%-7.3pp | 7.63%-12.5pp |
| Employer contribution / active EE | $577 | $1,832-68.5% | $2,485-76.8% | $2,381-75.8% |
| Participant deferral / active EE | $2,116 | $3,145-32.7% | $3,852-45.1% | $3,470-39.0% |
| Admin fee / account holder | $669 | $4,667-85.7% | $6,675-90.0% | $4,887-86.3% |