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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 | $69,045 | $54,162+27.5% | $68,612+0.6% | $64,173+7.6% |
| Participation rate | 96.7% | 68.1%+28.7pp | 72.2%+24.5pp | 69.6%+27.2pp |
| Annual return | -3.55% | -1.62%-1.9pp | -4.63%+1.1pp | 7.63%-11.2pp |
| Employer contribution / active EE | $687 | $1,846-62.8% | $2,625-73.8% | $2,381-71.2% |
| Participant deferral / active EE | $4,638 | $2,626+76.6% | $3,311+40.1% | $3,470+33.7% |
| Admin fee / account holder | $11,463 | $4,029+184.5% | $5,131+123.4% | $4,887+134.5% |