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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 | $73,864 | $53,596+37.8% | $90,657-18.5% | $64,173+15.1% |
| Participation rate | 91.4% | 64.5%+26.9pp | 74.0%+17.4pp | 69.6%+21.9pp |
| Annual return | -2.96% | 4.41%-7.4pp | 1.89%-4.8pp | 7.63%-10.6pp |
| Employer contribution / active EE | $471 | $1,503-68.7% | $2,532-81.4% | $2,381-80.2% |
| Participant deferral / active EE | $2,669 | $2,459+8.5% | $3,424-22.1% | $3,470-23.1% |
| Admin fee / account holder | $2,410 | $3,868-37.7% | $4,994-51.7% | $4,887-50.7% |