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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 | $27,142 | $62,583-56.6% | $76,767-64.6% | $64,173-57.7% |
| Participation rate | 86.2% | 72.8%+13.3pp | 77.0%+9.2pp | 69.6%+16.6pp |
| Annual return | -6.03% | -1.95%-4.1pp | 2.43%-8.5pp | 7.63%-13.7pp |
| Employer contribution / active EE | $2,155 | $1,832+17.6% | $2,485-13.3% | $2,381-9.5% |
| Participant deferral / active EE | $3,684 | $3,145+17.1% | $3,852-4.4% | $3,470+6.2% |
| Admin fee / account holder | $758 | $4,667-83.7% | $6,675-88.6% | $4,887-84.5% |