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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 | $58,365 | $62,586-6.7% | $76,766-24.0% | $64,181-9.1% |
| Participation rate | 75.0% | 72.8%+2.2pp | 77.0%-2.0pp | 69.6%+5.4pp |
| Annual return | -5.56% | -1.95%-3.6pp | 2.43%-8.0pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,560 | $1,832-14.8% | $2,485-37.2% | $2,381-34.5% |
| Participant deferral / active EE | $3,059 | $3,145-2.7% | $3,851-20.6% | $3,470-11.8% |
| Admin fee / account holder | $2,672 | $4,667-42.7% | $6,675-60.0% | $4,887-45.3% |