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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 | $90,793 | $62,589+45.1% | $76,768+18.3% | $64,173+41.5% |
| Participation rate | 79.1% | 72.8%+6.3pp | 77.0%+2.1pp | 69.6%+9.5pp |
| Annual return | -3.14% | -1.95%-1.2pp | 2.43%-5.6pp | 7.63%-10.8pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,280 | $3,145+67.9% | $3,852+37.1% | $3,470+52.2% |
| Admin fee / account holder | $4,394 | $4,667-5.8% | $6,675-34.2% | $4,887-10.1% |