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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 | $23,724 | $62,583-62.1% | $76,767-69.1% | $64,173-63.0% |
| Participation rate | 91.4% | 72.8%+18.6pp | 77.0%+14.4pp | 69.6%+21.8pp |
| Annual return | 6.57% | -1.95%+8.5pp | 2.43%+4.1pp | 7.63%-1.1pp |
| Employer contribution / active EE | $1,898 | $1,832+3.6% | $2,485-23.6% | $2,381-20.3% |
| Participant deferral / active EE | $3,532 | $3,145+12.3% | $3,852-8.3% | $3,470+1.8% |
| Admin fee / account holder | $4,991 | $4,667+6.9% | $6,675-25.2% | $4,887+2.1% |