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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 | $78,909 | $43,344+82.1% | $59,899+31.7% | $64,173+23.0% |
| Participation rate | 80.5% | 69.2%+11.3pp | 74.7%+5.8pp | 69.6%+10.9pp |
| Annual return | -1.72% | -1.55%-0.2pp | 3.46%-5.2pp | 7.63%-9.3pp |
| Employer contribution / active EE | $1,841 | $2,030-9.3% | $2,723-32.4% | $2,381-22.7% |
| Participant deferral / active EE | $1,403 | $2,547-44.9% | $3,402-58.8% | $3,470-59.6% |
| Admin fee / account holder | $2,935 | $3,008-2.4% | $3,592-18.3% | $4,887-40.0% |