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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 | $47,885 | $64,716-26.0% | $112,258-57.3% | $68,495-30.1% |
| Participation rate | 75.4% | 67.2%+8.2pp | 75.1%+0.3pp | 67.9%+7.5pp |
| Annual return | 24.67% | -11.40%+36.1pp | 27.47%-2.8pp | -7.84%+32.5pp |
| Employer contribution / active EE | $2,094 | $2,746-23.8% | $3,636-42.4% | $2,596-19.4% |
| Participant deferral / active EE | $2,010 | $3,565-43.6% | $4,728-57.5% | $4,028-50.1% |
| Admin fee / account holder | $6,671 | $5,232+27.5% | $6,411+4.0% | $5,403+23.5% |