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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 | $66,229 | $43,333+52.8% | $59,883+10.6% | $64,181+3.2% |
| Participation rate | 78.2% | 69.2%+9.0pp | 74.7%+3.5pp | 69.6%+8.6pp |
| Annual return | -2.63% | -1.55%-1.1pp | 3.46%-6.1pp | 7.63%-10.3pp |
| Employer contribution / active EE | $1,060 | $2,029-47.8% | $2,722-61.1% | $2,381-55.5% |
| Participant deferral / active EE | $2,435 | $2,547-4.4% | $3,402-28.4% | $3,470-29.8% |
| Admin fee / account holder | $3,208 | $3,006+6.7% | $3,591-10.6% | $4,887-34.4% |