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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 | $55,566 | $43,344+28.2% | $59,899-7.2% | $64,173-13.4% |
| Participation rate | 92.7% | 69.2%+23.6pp | 74.7%+18.0pp | 69.6%+23.2pp |
| Annual return | -4.85% | -1.55%-3.3pp | 3.46%-8.3pp | 7.63%-12.5pp |
| Employer contribution / active EE | $2,034 | $2,030+0.2% | $2,723-25.3% | $2,381-14.6% |
| Participant deferral / active EE | $1,312 | $2,547-48.5% | $3,402-61.4% | $3,470-62.2% |
| Admin fee / account holder | $1,030 | $3,008-65.7% | $3,592-71.3% | $4,887-78.9% |