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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 | $56,104 | $43,338+29.5% | $59,887-6.3% | $64,173-12.6% |
| Participation rate | 97.1% | 69.2%+27.9pp | 74.7%+22.4pp | 69.6%+27.5pp |
| Annual return | -2.02% | -1.55%-0.5pp | 3.46%-5.5pp | 7.63%-9.6pp |
| Employer contribution / active EE | $942 | $2,030-53.6% | $2,722-65.4% | $2,381-60.4% |
| Participant deferral / active EE | $942 | $2,547-63.0% | $3,402-72.3% | $3,470-72.8% |
| Admin fee / account holder | $1,867 | $3,007-37.9% | $3,591-48.0% | $4,887-61.8% |