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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 | $49,631 | $43,344+14.5% | $59,899-17.1% | $64,173-22.7% |
| Participation rate | 76.9% | 69.2%+7.8pp | 74.7%+2.2pp | 69.6%+7.4pp |
| Annual return | -3.90% | -1.55%-2.3pp | 3.46%-7.4pp | 7.63%-11.5pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,347 | $2,547+70.6% | $3,402+27.8% | $3,470+25.3% |
| Admin fee / account holder | $21,254 | $3,008+606.6% | $3,592+491.7% | $4,887+334.9% |