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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 | $42,308 | $62,589-32.4% | $76,768-44.9% | $64,173-34.1% |
| Participation rate | 82.5% | 72.8%+9.7pp | 77.0%+5.5pp | 69.6%+12.9pp |
| Annual return | -2.65% | -1.95%-0.7pp | 2.43%-5.1pp | 7.63%-10.3pp |
| Employer contribution / active EE | $1,751 | $1,832-4.4% | $2,485-29.6% | $2,381-26.5% |
| Participant deferral / active EE | $4,989 | $3,145+58.6% | $3,852+29.5% | $3,470+43.8% |
| Admin fee / account holder | $14,257 | $4,667+205.5% | $6,675+113.6% | $4,887+191.7% |