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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 | $28,529 | $43,338-34.2% | $59,887-52.4% | $64,173-55.5% |
| Participation rate | 93.8% | 69.2%+24.6pp | 74.7%+19.0pp | 69.6%+24.2pp |
| Annual return | 9.93% | -1.55%+11.5pp | 3.46%+6.5pp | 7.63%+2.3pp |
| Employer contribution / active EE | $1,979 | $2,030-2.5% | $2,722-27.3% | $2,381-16.9% |
| Participant deferral / active EE | $3,557 | $2,547+39.6% | $3,402+4.5% | $3,470+2.5% |
| Admin fee / account holder | $1,918 | $3,007-36.2% | $3,591-46.6% | $4,887-60.8% |