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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 | $60,484 | $62,583-3.4% | $76,767-21.2% | $64,173-5.7% |
| Participation rate | 89.1% | 72.8%+16.3pp | 77.0%+12.2pp | 69.6%+19.6pp |
| Annual return | 3.06% | -1.95%+5.0pp | 2.43%+0.6pp | 7.63%-4.6pp |
| Employer contribution / active EE | $795 | $1,832-56.6% | $2,485-68.0% | $2,381-66.6% |
| Participant deferral / active EE | $3,098 | $3,145-1.5% | $3,852-19.6% | $3,470-10.7% |
| Admin fee / account holder | $22,045 | $4,667+372.4% | $6,675+230.2% | $4,887+351.0% |