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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 | $80,873 | $62,589+29.2% | $76,768+5.3% | $64,173+26.0% |
| Participation rate | 96.4% | 72.8%+23.5pp | 77.0%+19.4pp | 69.6%+26.8pp |
| Annual return | 0.29% | -1.95%+2.2pp | 2.43%-2.1pp | 7.63%-7.3pp |
| Employer contribution / active EE | $2,326 | $1,832+27.0% | $2,485-6.4% | $2,381-2.3% |
| Participant deferral / active EE | $3,563 | $3,145+13.3% | $3,852-7.5% | $3,470+2.7% |
| Admin fee / account holder | $9,480 | $4,667+103.1% | $6,675+42.0% | $4,887+94.0% |