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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 | $53,932 | $43,344+24.4% | $59,899-10.0% | $64,173-16.0% |
| Participation rate | 84.1% | 69.2%+14.9pp | 74.7%+9.4pp | 69.6%+14.5pp |
| Annual return | 6.98% | -1.55%+8.5pp | 3.46%+3.5pp | 7.63%-0.7pp |
| Employer contribution / active EE | $2,201 | $2,030+8.4% | $2,723-19.2% | $2,381-7.6% |
| Participant deferral / active EE | $2,943 | $2,547+15.5% | $3,402-13.5% | $3,470-15.2% |
| Admin fee / account holder | $1,660 | $3,008-44.8% | $3,592-53.8% | $4,887-66.0% |