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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 | $60,130 | $43,344+38.7% | $59,899+0.4% | $64,173-6.3% |
| Participation rate | 95.2% | 69.2%+26.1pp | 74.7%+20.5pp | 69.6%+25.7pp |
| Annual return | -2.65% | -1.55%-1.1pp | 3.46%-6.1pp | 7.63%-10.3pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,893 | $2,547+52.8% | $3,402+14.4% | $3,470+12.2% |
| Admin fee / account holder | $314 | $3,008-89.5% | $3,592-91.2% | $4,887-93.6% |