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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 | $26,959 | $61,660-56.3% | $80,022-66.3% | $64,173-58.0% |
| Participation rate | 79.5% | 71.7%+7.8pp | 75.8%+3.6pp | 69.6%+9.9pp |
| Annual return | -6.46% | -0.33%-6.1pp | 11.22%-17.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,271 | $1,810-29.8% | $2,468-48.5% | $2,381-46.6% |
| Participant deferral / active EE | $3,508 | $2,968+18.2% | $3,686-4.8% | $3,470+1.1% |
| Admin fee / account holder | $6,245 | $5,417+15.3% | $6,521-4.2% | $4,887+27.8% |