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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 | $39,778 | $43,338-8.2% | $59,887-33.6% | $64,173-38.0% |
| Participation rate | 86.0% | 69.2%+16.9pp | 74.7%+11.3pp | 69.6%+16.5pp |
| Annual return | -5.26% | -1.55%-3.7pp | 3.46%-8.7pp | 7.63%-12.9pp |
| Employer contribution / active EE | $2,494 | $2,030+22.9% | $2,722-8.4% | $2,381+4.8% |
| Participant deferral / active EE | $3,108 | $2,547+22.0% | $3,402-8.6% | $3,470-10.4% |
| Admin fee / account holder | $905 | $3,007-69.9% | $3,591-74.8% | $4,887-81.5% |