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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 | $60,033 | $43,344+38.5% | $59,899+0.2% | $64,173-6.5% |
| Participation rate | 94.7% | 69.2%+25.6pp | 74.7%+20.0pp | 69.6%+25.2pp |
| Annual return | -4.37% | -1.55%-2.8pp | 3.46%-7.8pp | 7.63%-12.0pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,491 | $2,547+194.0% | $3,402+120.2% | $3,470+115.9% |
| Admin fee / account holder | $3,227 | $3,008+7.3% | $3,592-10.2% | $4,887-34.0% |