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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 | $54,961 | $43,338+26.8% | $59,887-8.2% | $64,173-14.4% |
| Participation rate | 93.3% | 69.2%+24.2pp | 74.7%+18.6pp | 69.6%+23.8pp |
| Annual return | -2.18% | -1.55%-0.6pp | 3.46%-5.6pp | 7.63%-9.8pp |
| Employer contribution / active EE | $2,551 | $2,030+25.7% | $2,722-6.3% | $2,381+7.1% |
| Participant deferral / active EE | $3,409 | $2,547+33.8% | $3,402+0.2% | $3,470-1.7% |
| Admin fee / account holder | $3,594 | $3,007+19.5% | $3,591+0.1% | $4,887-26.5% |