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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 | $38,153 | $62,589-39.0% | $76,768-50.3% | $64,173-40.5% |
| Participation rate | 93.8% | 72.8%+20.9pp | 77.0%+16.8pp | 69.6%+24.2pp |
| Annual return | 7.67% | -1.95%+9.6pp | 2.43%+5.2pp | 7.63%0pp |
| Employer contribution / active EE | $783 | $1,832-57.3% | $2,485-68.5% | $2,381-67.1% |
| Participant deferral / active EE | $4,025 | $3,145+28.0% | $3,852+4.5% | $3,470+16.0% |
| Admin fee / account holder | $1,262 | $4,667-73.0% | $6,675-81.1% | $4,887-74.2% |