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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 | $54,410 | $50,947+6.8% | $74,551-27.0% | $64,173-15.2% |
| Participation rate | 73.2% | 61.1%+12.1pp | 69.1%+4.0pp | 69.6%+3.6pp |
| Annual return | -7.19% | -1.85%-5.3pp | 32.53%-39.7pp | 7.63%-14.8pp |
| Employer contribution / active EE | $808 | $1,115-27.5% | $1,961-58.8% | $2,381-66.0% |
| Participant deferral / active EE | $2,739 | $2,302+19.0% | $3,108-11.9% | $3,470-21.1% |
| Admin fee / account holder | $940 | $4,221-77.7% | $5,059-81.4% | $4,887-80.8% |