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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 | $46,125 | $43,338+6.4% | $59,887-23.0% | $64,173-28.1% |
| Participation rate | 72.0% | 69.2%+2.8pp | 74.7%-2.7pp | 69.6%+2.4pp |
| Annual return | -5.26% | -1.55%-3.7pp | 3.46%-8.7pp | 7.63%-12.9pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,612 | $2,547+2.5% | $3,402-23.2% | $3,470-24.7% |
| Admin fee / account holder | $4,047 | $3,007+34.6% | $3,591+12.7% | $4,887-17.2% |