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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 | $58,869 | $62,583-5.9% | $76,767-23.3% | $64,173-8.3% |
| Participation rate | 86.4% | 72.8%+13.6pp | 77.0%+9.5pp | 69.6%+16.9pp |
| Annual return | -5.01% | -1.95%-3.1pp | 2.43%-7.4pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,095 | $1,832-40.3% | $2,485-56.0% | $2,381-54.0% |
| Participant deferral / active EE | $3,352 | $3,145+6.6% | $3,852-13.0% | $3,470-3.4% |
| Admin fee / account holder | $4,429 | $4,667-5.1% | $6,675-33.6% | $4,887-9.4% |