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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 | $66,686 | $43,344+53.9% | $59,899+11.3% | $64,173+3.9% |
| Participation rate | 76.7% | 69.2%+7.6pp | 74.7%+2.0pp | 69.6%+7.2pp |
| Annual return | -3.06% | -1.55%-1.5pp | 3.46%-6.5pp | 7.63%-10.7pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,806 | $2,547+10.1% | $3,402-17.5% | $3,470-19.1% |
| Admin fee / account holder | $5,704 | $3,008+89.6% | $3,592+58.8% | $4,887+16.7% |