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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 | $62,361 | $43,338+43.9% | $59,887+4.1% | $64,173-2.8% |
| Participation rate | 76.6% | 69.2%+7.4pp | 74.7%+1.9pp | 69.6%+7.0pp |
| Annual return | -2.63% | -1.55%-1.1pp | 3.46%-6.1pp | 7.63%-10.3pp |
| Employer contribution / active EE | $541 | $2,030-73.4% | $2,722-80.1% | $2,381-77.3% |
| Participant deferral / active EE | $3,995 | $2,547+56.8% | $3,402+17.4% | $3,470+15.1% |
| Admin fee / account holder | $12,853 | $3,007+327.4% | $3,591+257.9% | $4,887+163.0% |