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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 | $49,106 | $43,344+13.3% | $59,899-18.0% | $64,173-23.5% |
| Participation rate | 79.4% | 69.2%+10.2pp | 74.7%+4.7pp | 69.6%+9.8pp |
| Annual return | 13.46% | -1.55%+15.0pp | 3.46%+10.0pp | 7.63%+5.8pp |
| Employer contribution / active EE | $915 | $2,030-54.9% | $2,723-66.4% | $2,381-61.6% |
| Participant deferral / active EE | $2,249 | $2,547-11.7% | $3,402-33.9% | $3,470-35.2% |
| Admin fee / account holder | $2,136 | $3,008-29.0% | $3,592-40.5% | $4,887-56.3% |