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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 | $64,066 | $62,589+2.4% | $76,768-16.5% | $64,173-0.2% |
| Participation rate | 94.7% | 72.8%+21.9pp | 77.0%+17.8pp | 69.6%+25.2pp |
| Annual return | 6.73% | -1.95%+8.7pp | 2.43%+4.3pp | 7.63%-0.9pp |
| Employer contribution / active EE | $1,279 | $1,832-30.2% | $2,485-48.6% | $2,381-46.3% |
| Participant deferral / active EE | $2,619 | $3,145-16.7% | $3,852-32.0% | $3,470-24.5% |
| Admin fee / account holder | $1,691 | $4,667-63.8% | $6,675-74.7% | $4,887-65.4% |