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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 | $46,257 | $49,280-6.1% | $67,313-31.3% | $64,181-27.9% |
| Participation rate | 75.9% | 60.8%+15.1pp | 69.1%+6.8pp | 69.6%+6.3pp |
| Annual return | -5.79% | -1.39%-4.4pp | -4.08%-1.7pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,933 | $1,668+15.8% | $2,566-24.7% | $2,381-18.8% |
| Participant deferral / active EE | $3,198 | $2,484+28.7% | $3,568-10.4% | $3,470-7.8% |
| Admin fee / account holder | $301 | $3,863-92.2% | $4,507-93.3% | $4,887-93.8% |