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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 | $41,202 | $43,344-4.9% | $59,899-31.2% | $64,173-35.8% |
| Participation rate | 92.1% | 69.2%+22.9pp | 74.7%+17.4pp | 69.6%+22.5pp |
| Annual return | -2.17% | -1.55%-0.6pp | 3.46%-5.6pp | 7.63%-9.8pp |
| Employer contribution / active EE | $2,379 | $2,030+17.2% | $2,723-12.6% | $2,381-0.1% |
| Participant deferral / active EE | $1,269 | $2,547-50.2% | $3,402-62.7% | $3,470-63.4% |
| Admin fee / account holder | $1,179 | $3,008-60.8% | $3,592-67.2% | $4,887-75.9% |