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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 | $43,871 | $43,338+1.2% | $59,887-26.7% | $64,173-31.6% |
| Participation rate | 98.1% | 69.2%+29.0pp | 74.7%+23.4pp | 69.6%+28.6pp |
| Annual return | -3.32% | -1.55%-1.8pp | 3.46%-6.8pp | 7.63%-11.0pp |
| Employer contribution / active EE | $831 | $2,030-59.1% | $2,722-69.5% | $2,381-65.1% |
| Participant deferral / active EE | $1,343 | $2,547-47.3% | $3,402-60.5% | $3,470-61.3% |
| Admin fee / account holder | $974 | $3,007-67.6% | $3,591-72.9% | $4,887-80.1% |