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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 | $79,374 | $62,583+26.8% | $76,767+3.4% | $64,173+23.7% |
| Participation rate | 77.8% | 72.8%+5.0pp | 77.0%+0.8pp | 69.6%+8.2pp |
| Annual return | -4.48% | -1.95%-2.5pp | 2.43%-6.9pp | 7.63%-12.1pp |
| Employer contribution / active EE | $911 | $1,832-50.3% | $2,485-63.3% | $2,381-61.7% |
| Participant deferral / active EE | $4,921 | $3,145+56.5% | $3,852+27.8% | $3,470+41.8% |
| Admin fee / account holder | $23,057 | $4,667+394.0% | $6,675+245.4% | $4,887+371.8% |