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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 | $45,228 | $62,583-27.7% | $76,767-41.1% | $64,173-29.5% |
| Participation rate | 87.0% | 72.8%+14.2pp | 77.0%+10.1pp | 69.6%+17.5pp |
| Annual return | -4.01% | -1.95%-2.1pp | 2.43%-6.4pp | 7.63%-11.6pp |
| Employer contribution / active EE | $1,029 | $1,832-43.8% | $2,485-58.6% | $2,381-56.8% |
| Participant deferral / active EE | $3,357 | $3,145+6.8% | $3,852-12.8% | $3,470-3.2% |
| Admin fee / account holder | $9,878 | $4,667+111.7% | $6,675+48.0% | $4,887+102.1% |