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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 | $35,713 | $43,344-17.6% | $59,899-40.4% | $64,173-44.3% |
| Participation rate | 96.8% | 69.2%+27.6pp | 74.7%+22.1pp | 69.6%+27.2pp |
| Annual return | -3.81% | -1.55%-2.3pp | 3.46%-7.3pp | 7.63%-11.4pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,541 | $2,547+39.0% | $3,402+4.1% | $3,470+2.1% |
| Admin fee / account holder | $5,321 | $3,008+76.9% | $3,592+48.1% | $4,887+8.9% |