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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 | $51,708 | $62,583-17.4% | $76,767-32.6% | $64,173-19.4% |
| Participation rate | 88.5% | 72.8%+15.7pp | 77.0%+11.6pp | 69.6%+19.0pp |
| Annual return | -3.11% | -1.95%-1.2pp | 2.43%-5.5pp | 7.63%-10.7pp |
| Employer contribution / active EE | $2,466 | $1,832+34.6% | $2,485-0.8% | $2,381+3.6% |
| Participant deferral / active EE | $4,963 | $3,145+57.8% | $3,852+28.9% | $3,470+43.1% |
| Admin fee / account holder | $4,762 | $4,667+2.0% | $6,675-28.7% | $4,887-2.6% |