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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 | $89,111 | $62,583+42.4% | $76,767+16.1% | $64,173+38.9% |
| Participation rate | 83.3% | 72.8%+10.5pp | 77.0%+6.4pp | 69.6%+13.8pp |
| Annual return | -4.41% | -1.95%-2.5pp | 2.43%-6.8pp | 7.63%-12.0pp |
| Employer contribution / active EE | $507 | $1,832-72.3% | $2,485-79.6% | $2,381-78.7% |
| Participant deferral / active EE | $4,214 | $3,145+34.0% | $3,852+9.4% | $3,470+21.5% |
| Admin fee / account holder | $12,063 | $4,667+158.5% | $6,675+80.7% | $4,887+146.8% |