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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 | $43,737 | $62,583-30.1% | $76,767-43.0% | $64,173-31.8% |
| Participation rate | 85.2% | 72.8%+12.4pp | 77.0%+8.2pp | 69.6%+15.6pp |
| Annual return | -0.15% | -1.95%+1.8pp | 2.43%-2.6pp | 7.63%-7.8pp |
| Employer contribution / active EE | $857 | $1,832-53.2% | $2,485-65.5% | $2,381-64.0% |
| Participant deferral / active EE | $3,313 | $3,145+5.3% | $3,852-14.0% | $3,470-4.5% |
| Admin fee / account holder | $4,979 | $4,667+6.7% | $6,675-25.4% | $4,887+1.9% |