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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 | $34,416 | $62,589-45.0% | $76,768-55.2% | $64,173-46.4% |
| Participation rate | 97.6% | 72.8%+24.8pp | 77.0%+20.7pp | 69.6%+28.0pp |
| Annual return | -3.19% | -1.95%-1.2pp | 2.43%-5.6pp | 7.63%-10.8pp |
| Employer contribution / active EE | $2,545 | $1,832+38.9% | $2,485+2.4% | $2,381+6.9% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $5,367 | $4,667+15.0% | $6,675-19.6% | $4,887+9.8% |