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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 | $46,314 | $43,344+6.9% | $59,899-22.7% | $64,173-27.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -0.98% | -1.55%+0.6pp | 3.46%-4.4pp | 7.63%-8.6pp |
| Employer contribution / active EE | $2,474 | $2,030+21.9% | $2,723-9.1% | $2,381+3.9% |
| Participant deferral / active EE | $990 | $2,547-61.2% | $3,402-70.9% | $3,470-71.5% |
| Admin fee / account holder | $1,790 | $3,008-40.5% | $3,592-50.2% | $4,887-63.4% |