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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 | $43,937 | $43,344+1.4% | $59,899-26.6% | $64,173-31.5% |
| Participation rate | 75.3% | 69.2%+6.2pp | 74.7%+0.6pp | 69.6%+5.8pp |
| Annual return | -0.96% | -1.55%+0.6pp | 3.46%-4.4pp | 7.63%-8.6pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,716 | $2,547+85.1% | $3,402+38.6% | $3,470+35.9% |
| Admin fee / account holder | $1,199 | $3,008-60.1% | $3,592-66.6% | $4,887-75.5% |