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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 | $66,624 | $43,344+53.7% | $59,899+11.2% | $64,173+3.8% |
| Participation rate | 95.5% | 69.2%+26.3pp | 74.7%+20.8pp | 69.6%+25.9pp |
| Annual return | -5.03% | -1.55%-3.5pp | 3.46%-8.5pp | 7.63%-12.7pp |
| Employer contribution / active EE | $3,271 | $2,030+61.1% | $2,723+20.1% | $2,381+37.4% |
| Participant deferral / active EE | $0 | $2,547-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,876 | $3,008-37.6% | $3,592-47.8% | $4,887-61.6% |