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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 | $66,452 | $43,338+53.3% | $59,887+11.0% | $64,173+3.6% |
| Participation rate | 87.5% | 69.2%+18.3pp | 74.7%+12.8pp | 69.6%+17.9pp |
| Annual return | -4.61% | -1.55%-3.1pp | 3.46%-8.1pp | 7.63%-12.2pp |
| Employer contribution / active EE | $2,990 | $2,030+47.3% | $2,722+9.8% | $2,381+25.6% |
| Participant deferral / active EE | $2,992 | $2,547+17.4% | $3,402-12.1% | $3,470-13.8% |
| Admin fee / account holder | $723 | $3,007-76.0% | $3,591-79.9% | $4,887-85.2% |