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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 | $37,055 | $43,338-14.5% | $59,887-38.1% | $64,173-42.3% |
| Participation rate | 92.4% | 69.2%+23.3pp | 74.7%+17.7pp | 69.6%+22.9pp |
| Annual return | -2.73% | -1.55%-1.2pp | 3.46%-6.2pp | 7.63%-10.4pp |
| Employer contribution / active EE | $2,944 | $2,030+45.0% | $2,722+8.1% | $2,381+23.7% |
| Participant deferral / active EE | $4,663 | $2,547+83.0% | $3,402+37.1% | $3,470+34.4% |
| Admin fee / account holder | $3,677 | $3,007+22.3% | $3,591+2.4% | $4,887-24.8% |