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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 | $77,277 | $62,583+23.5% | $76,767+0.7% | $64,173+20.4% |
| Participation rate | 77.8% | 72.8%+5.0pp | 77.0%+0.8pp | 69.6%+8.2pp |
| Annual return | -5.61% | -1.95%-3.7pp | 2.43%-8.0pp | 7.63%-13.2pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,428 | $3,145+40.8% | $3,852+15.0% | $3,470+27.6% |
| Admin fee / account holder | $3,631 | $4,667-22.2% | $6,675-45.6% | $4,887-25.7% |