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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 | $69,092 | $62,583+10.4% | $76,767-10.0% | $64,173+7.7% |
| Participation rate | 83.9% | 72.8%+11.1pp | 77.0%+6.9pp | 69.6%+14.3pp |
| Annual return | -1.39% | -1.95%+0.6pp | 2.43%-3.8pp | 7.63%-9.0pp |
| Employer contribution / active EE | $900 | $1,832-50.9% | $2,485-63.8% | $2,381-62.2% |
| Participant deferral / active EE | $3,024 | $3,145-3.9% | $3,852-21.5% | $3,470-12.9% |
| Admin fee / account holder | $53,809 | $4,667+1053.0% | $6,675+706.1% | $4,887+1001.0% |