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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 | $50,015 | $43,344+15.4% | $59,899-16.5% | $64,173-22.1% |
| Participation rate | 98.6% | 69.2%+29.4pp | 74.7%+23.9pp | 69.6%+29.0pp |
| Annual return | -2.18% | -1.55%-0.6pp | 3.46%-5.6pp | 7.63%-9.8pp |
| Employer contribution / active EE | $1,977 | $2,030-2.6% | $2,723-27.4% | $2,381-17.0% |
| Participant deferral / active EE | $2,611 | $2,547+2.5% | $3,402-23.3% | $3,470-24.8% |
| Admin fee / account holder | $3,253 | $3,008+8.1% | $3,592-9.4% | $4,887-33.4% |