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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 | $112,815 | $62,583+80.3% | $76,767+47.0% | $64,173+75.8% |
| Participation rate | 85.5% | 72.8%+12.7pp | 77.0%+8.5pp | 69.6%+15.9pp |
| Annual return | -4.33% | -1.95%-2.4pp | 2.43%-6.8pp | 7.63%-12.0pp |
| Employer contribution / active EE | $1,232 | $1,832-32.8% | $2,485-50.4% | $2,381-48.3% |
| Participant deferral / active EE | $2,348 | $3,145-25.3% | $3,852-39.0% | $3,470-32.3% |
| Admin fee / account holder | $663 | $4,667-85.8% | $6,675-90.1% | $4,887-86.4% |