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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 | $57,078 | $43,333+31.7% | $59,883-4.7% | $64,181-11.1% |
| Participation rate | 89.3% | 69.2%+20.1pp | 74.7%+14.6pp | 69.6%+19.7pp |
| Annual return | -3.72% | -1.55%-2.2pp | 3.46%-7.2pp | 7.63%-11.3pp |
| Employer contribution / active EE | $2,838 | $2,029+39.8% | $2,722+4.2% | $2,381+19.2% |
| Participant deferral / active EE | $0 | $2,547-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,943 | $3,006-35.4% | $3,591-45.9% | $4,887-60.2% |