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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 | $52,431 | $62,583-16.2% | $76,767-31.7% | $64,173-18.3% |
| Participation rate | 74.6% | 72.8%+1.8pp | 77.0%-2.4pp | 69.6%+5.0pp |
| Annual return | -6.24% | -1.95%-4.3pp | 2.43%-8.7pp | 7.63%-13.9pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,374 | $3,145+39.1% | $3,852+13.6% | $3,470+26.1% |
| Admin fee / account holder | $4,725 | $4,667+1.2% | $6,675-29.2% | $4,887-3.3% |