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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 | $51,674 | $50,958+1.4% | $74,552-30.7% | $64,181-19.5% |
| Participation rate | 80.0% | 61.1%+18.9pp | 69.1%+10.9pp | 69.6%+10.4pp |
| Annual return | 2.00% | -1.86%+3.9pp | 32.53%-30.5pp | 7.63%-5.6pp |
| Employer contribution / active EE | $932 | $1,115-16.4% | $1,961-52.5% | $2,381-60.8% |
| Participant deferral / active EE | $3,395 | $2,301+47.5% | $3,108+9.2% | $3,470-2.2% |
| Admin fee / account holder | $4,603 | $4,223+9.0% | $5,060-9.0% | $4,887-5.8% |