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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 | $57,314 | $62,583-8.4% | $76,767-25.3% | $64,173-10.7% |
| Participation rate | 87.5% | 72.8%+14.7pp | 77.0%+10.5pp | 69.6%+17.9pp |
| Annual return | -2.32% | -1.95%-0.4pp | 2.43%-4.7pp | 7.63%-10.0pp |
| Employer contribution / active EE | $2,270 | $1,832+23.9% | $2,485-8.7% | $2,381-4.6% |
| Participant deferral / active EE | $3,399 | $3,145+8.1% | $3,852-11.8% | $3,470-2.1% |
| Admin fee / account holder | $18,041 | $4,667+286.6% | $6,675+170.3% | $4,887+269.1% |