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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 | $81,753 | $53,596+52.5% | $90,657-9.8% | $64,173+27.4% |
| Participation rate | 71.9% | 64.5%+7.4pp | 74.0%-2.1pp | 69.6%+2.4pp |
| Annual return | -3.69% | 4.41%-8.1pp | 1.89%-5.6pp | 7.63%-11.3pp |
| Employer contribution / active EE | $931 | $1,503-38.0% | $2,532-63.2% | $2,381-60.9% |
| Participant deferral / active EE | $1,892 | $2,459-23.1% | $3,424-44.8% | $3,470-45.5% |
| Admin fee / account holder | $1,160 | $3,868-70.0% | $4,994-76.8% | $4,887-76.3% |