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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 | $62,169 | $62,583-0.7% | $76,767-19.0% | $64,173-3.1% |
| Participation rate | 74.6% | 72.8%+1.8pp | 77.0%-2.3pp | 69.6%+5.1pp |
| Annual return | -5.22% | -1.95%-3.3pp | 2.43%-7.6pp | 7.63%-12.8pp |
| Employer contribution / active EE | $521 | $1,832-71.6% | $2,485-79.1% | $2,381-78.1% |
| Participant deferral / active EE | $2,386 | $3,145-24.1% | $3,852-38.1% | $3,470-31.2% |
| Admin fee / account holder | $2,239 | $4,667-52.0% | $6,675-66.5% | $4,887-54.2% |