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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 | $50,671 | $49,280+2.8% | $67,313-24.7% | $64,173-21.0% |
| Participation rate | 73.1% | 60.8%+12.3pp | 69.1%+4.0pp | 69.6%+3.5pp |
| Annual return | 0.00% | -1.39%+1.4pp | -4.08%+4.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,896 | $1,668+73.6% | $2,566+12.9% | $2,381+21.6% |
| Participant deferral / active EE | $4,867 | $2,484+95.9% | $3,568+36.4% | $3,470+40.3% |
| Admin fee / account holder | $351 | $3,863-90.9% | $4,507-92.2% | $4,887-92.8% |