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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 | $60,719 | $61,660-1.5% | $80,022-24.1% | $64,173-5.4% |
| Participation rate | 90.2% | 71.7%+18.5pp | 75.8%+14.4pp | 69.6%+20.6pp |
| Annual return | -6.74% | -0.33%-6.4pp | 11.22%-18.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $386 | $1,810-78.7% | $2,468-84.4% | $2,381-83.8% |
| Participant deferral / active EE | $3,214 | $2,968+8.3% | $3,686-12.8% | $3,470-7.4% |
| Admin fee / account holder | $2,460 | $5,417-54.6% | $6,521-62.3% | $4,887-49.7% |