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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 | $60,632 | $62,583-3.1% | $76,767-21.0% | $64,173-5.5% |
| Participation rate | 91.2% | 72.8%+18.4pp | 77.0%+14.2pp | 69.6%+21.6pp |
| Annual return | -2.88% | -1.95%-0.9pp | 2.43%-5.3pp | 7.63%-10.5pp |
| Employer contribution / active EE | $624 | $1,832-65.9% | $2,485-74.9% | $2,381-73.8% |
| Participant deferral / active EE | $4,878 | $3,145+55.1% | $3,852+26.7% | $3,470+40.6% |
| Admin fee / account holder | $10,893 | $4,667+133.4% | $6,675+63.2% | $4,887+122.9% |