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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 | $72,693 | $72,388+0.4% | $111,392-34.7% | $64,173+13.3% |
| Participation rate | 82.9% | 70.5%+12.4pp | 78.9%+4.1pp | 69.6%+13.4pp |
| Annual return | 1.42% | -1.50%+2.9pp | -2.06%+3.5pp | 7.63%-6.2pp |
| Employer contribution / active EE | $985 | $3,000-67.2% | $4,328-77.2% | $2,381-58.6% |
| Participant deferral / active EE | $3,669 | $4,241-13.5% | $5,567-34.1% | $3,470+5.8% |
| Admin fee / account holder | $902 | $5,719-84.2% | $12,266-92.6% | $4,887-81.5% |