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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 | $33,900 | $62,583-45.8% | $76,767-55.8% | $64,173-47.2% |
| Participation rate | 93.1% | 72.8%+20.3pp | 77.0%+16.1pp | 69.6%+23.5pp |
| Annual return | -4.95% | -1.95%-3.0pp | 2.43%-7.4pp | 7.63%-12.6pp |
| Employer contribution / active EE | $2,119 | $1,832+15.7% | $2,485-14.7% | $2,381-11.0% |
| Participant deferral / active EE | $3,037 | $3,145-3.4% | $3,852-21.2% | $3,470-12.5% |
| Admin fee / account holder | $5,771 | $4,667+23.6% | $6,675-13.6% | $4,887+18.1% |