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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 | $87,729 | $61,660+42.3% | $80,022+9.6% | $64,181+36.7% |
| Participation rate | 89.7% | 71.7%+18.0pp | 75.8%+13.9pp | 69.6%+20.1pp |
| Annual return | -0.03% | -0.33%+0.3pp | 11.22%-11.2pp | 7.63%-7.7pp |
| Employer contribution / active EE | $999 | $1,810-44.8% | $2,468-59.5% | $2,381-58.0% |
| Participant deferral / active EE | $5,325 | $2,968+79.4% | $3,686+44.5% | $3,470+53.5% |
| Admin fee / account holder | $858 | $5,417-84.2% | $6,521-86.8% | $4,887-82.4% |