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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 | $42,409 | $43,344-2.2% | $59,899-29.2% | $64,173-33.9% |
| Participation rate | 96.7% | 69.2%+27.5pp | 74.7%+22.0pp | 69.6%+27.1pp |
| Annual return | -2.32% | -1.55%-0.8pp | 3.46%-5.8pp | 7.63%-10.0pp |
| Employer contribution / active EE | $2,640 | $2,030+30.1% | $2,723-3.0% | $2,381+10.9% |
| Participant deferral / active EE | $1,346 | $2,547-47.2% | $3,402-60.4% | $3,470-61.2% |
| Admin fee / account holder | $5,679 | $3,008+88.8% | $3,592+58.1% | $4,887+16.2% |