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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 | $34,588 | $43,338-20.2% | $59,887-42.2% | $64,173-46.1% |
| Participation rate | 76.0% | 69.2%+6.8pp | 74.7%+1.3pp | 69.6%+6.4pp |
| Annual return | -2.22% | -1.55%-0.7pp | 3.46%-5.7pp | 7.63%-9.8pp |
| Employer contribution / active EE | $1,054 | $2,030-48.1% | $2,722-61.3% | $2,381-55.7% |
| Participant deferral / active EE | $2,140 | $2,547-16.0% | $3,402-37.1% | $3,470-38.3% |
| Admin fee / account holder | $910 | $3,007-69.8% | $3,591-74.7% | $4,887-81.4% |