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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 | $39,141 | $43,344-9.7% | $59,899-34.7% | $64,173-39.0% |
| Participation rate | 94.7% | 69.2%+25.6pp | 74.7%+20.0pp | 69.6%+25.2pp |
| Annual return | 0.12% | -1.55%+1.7pp | 3.46%-3.3pp | 7.63%-7.5pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,491 | $2,547+115.5% | $3,402+61.4% | $3,470+58.2% |
| Admin fee / account holder | $3,405 | $3,008+13.2% | $3,592-5.2% | $4,887-30.3% |