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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 | $52,689 | $79,633-33.8% | $93,759-43.8% | $68,486-23.1% |
| Participation rate | 75.5% | 75.4%+0.1pp | 81.0%-5.5pp | 67.9%+7.6pp |
| Annual return | 1.09% | -0.10%+1.2pp | -11.33%+12.4pp | -7.85%+8.9pp |
| Employer contribution / active EE | $2,726 | $3,665-25.6% | $4,324-37.0% | $2,597+5.0% |
| Participant deferral / active EE | $8,739 | $5,158+69.4% | $6,096+43.4% | $4,028+117.0% |
| Admin fee / account holder | $1,324 | $6,871-80.7% | $7,197-81.6% | $5,404-75.5% |