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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 | $63,728 | $43,344+47.0% | $59,899+6.4% | $64,173-0.7% |
| Participation rate | 91.7% | 69.2%+22.5pp | 74.7%+17.0pp | 69.6%+22.1pp |
| Annual return | -5.23% | -1.55%-3.7pp | 3.46%-8.7pp | 7.63%-12.9pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,623 | $2,547+81.5% | $3,402+35.9% | $3,470+33.2% |
| Admin fee / account holder | $913 | $3,008-69.6% | $3,592-74.6% | $4,887-81.3% |