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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 | $54,088 | $54,380-0.5% | $68,509-21.0% | $59,632-9.3% |
| Participation rate | 75.5% | 70.2%+5.3pp | 74.7%+0.8pp | 68.7%+6.9pp |
| Annual return | -1.09% | 2.83%-3.9pp | 8.27%-9.4pp | 2041.32%-2042.4pp |
| Employer contribution / active EE | $408 | $1,539-73.5% | $2,278-82.1% | $2,203-81.5% |
| Participant deferral / active EE | $2,685 | $2,643+1.6% | $3,382-20.6% | $3,192-15.9% |
| Admin fee / account holder | $5,586 | $3,885+43.8% | $5,275+5.9% | $4,297+30.0% |