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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 | $81,614 | $43,338+88.3% | $59,887+36.3% | $64,173+27.2% |
| Participation rate | 90.0% | 69.2%+20.8pp | 74.7%+15.3pp | 69.6%+20.4pp |
| Annual return | -3.46% | -1.55%-1.9pp | 3.46%-6.9pp | 7.63%-11.1pp |
| Employer contribution / active EE | $1,403 | $2,030-30.9% | $2,722-48.4% | $2,381-41.1% |
| Participant deferral / active EE | $2,523 | $2,547-1.0% | $3,402-25.8% | $3,470-27.3% |
| Admin fee / account holder | $5,035 | $3,007+67.4% | $3,591+40.2% | $4,887+3.0% |