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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 | $38,742 | $43,338-10.6% | $59,887-35.3% | $64,173-39.6% |
| Participation rate | 93.9% | 69.2%+24.8pp | 74.7%+19.2pp | 69.6%+24.4pp |
| Annual return | 8.09% | -1.55%+9.6pp | 3.46%+4.6pp | 7.63%+0.5pp |
| Employer contribution / active EE | $2,621 | $2,030+29.1% | $2,722-3.7% | $2,381+10.1% |
| Participant deferral / active EE | $2,309 | $2,547-9.3% | $3,402-32.1% | $3,470-33.4% |
| Admin fee / account holder | $2,118 | $3,007-29.6% | $3,591-41.0% | $4,887-56.7% |