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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 | $50,891 | $54,162-6.0% | $68,612-25.8% | $64,173-20.7% |
| Participation rate | 76.1% | 68.1%+8.0pp | 72.2%+3.9pp | 69.6%+6.5pp |
| Annual return | -6.31% | -1.62%-4.7pp | -4.63%-1.7pp | 7.63%-13.9pp |
| Employer contribution / active EE | $690 | $1,846-62.6% | $2,625-73.7% | $2,381-71.0% |
| Participant deferral / active EE | $6,546 | $2,626+149.2% | $3,311+97.7% | $3,470+88.7% |
| Admin fee / account holder | $1,593 | $4,029-60.5% | $5,131-69.0% | $4,887-67.4% |