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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 | $41,577 | $62,586-33.6% | $76,766-45.8% | $64,181-35.2% |
| Participation rate | 77.8% | 72.8%+5.0pp | 77.0%+0.8pp | 69.6%+8.2pp |
| Annual return | -4.46% | -1.95%-2.5pp | 2.43%-6.9pp | 7.63%-12.1pp |
| Employer contribution / active EE | $2,161 | $1,832+18.0% | $2,485-13.0% | $2,381-9.2% |
| Participant deferral / active EE | $4,092 | $3,145+30.1% | $3,851+6.2% | $3,470+17.9% |
| Admin fee / account holder | $686 | $4,667-85.3% | $6,675-89.7% | $4,887-86.0% |