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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 | $53,351 | $43,344+23.1% | $59,899-10.9% | $64,173-16.9% |
| Participation rate | 77.5% | 69.2%+8.3pp | 74.7%+2.8pp | 69.6%+7.9pp |
| Annual return | 7.51% | -1.55%+9.1pp | 3.46%+4.1pp | 7.63%-0.1pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,230 | $2,547-12.4% | $3,402-34.4% | $3,470-35.7% |
| Admin fee / account holder | $705 | $3,008-76.6% | $3,592-80.4% | $4,887-85.6% |