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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 | $62,398 | $62,589-0.3% | $76,768-18.7% | $64,173-2.8% |
| Participation rate | 93.8% | 72.8%+21.0pp | 77.0%+16.9pp | 69.6%+24.3pp |
| Annual return | -6.14% | -1.95%-4.2pp | 2.43%-8.6pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,602 | $1,832-12.5% | $2,485-35.5% | $2,381-32.7% |
| Participant deferral / active EE | $3,131 | $3,145-0.4% | $3,852-18.7% | $3,470-9.8% |
| Admin fee / account holder | $730 | $4,667-84.4% | $6,675-89.1% | $4,887-85.1% |