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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 | $58,442 | $61,660-5.2% | $80,022-27.0% | $64,173-8.9% |
| Participation rate | 79.7% | 71.7%+8.0pp | 75.8%+3.9pp | 69.6%+10.1pp |
| Annual return | -2.01% | -0.33%-1.7pp | 11.22%-13.2pp | 7.63%-9.6pp |
| Employer contribution / active EE | $796 | $1,810-56.1% | $2,468-67.8% | $2,381-66.6% |
| Participant deferral / active EE | $3,379 | $2,968+13.9% | $3,686-8.3% | $3,470-2.6% |
| Admin fee / account holder | $10,345 | $5,417+91.0% | $6,521+58.6% | $4,887+111.7% |