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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 | $82,529 | $43,333+90.5% | $59,883+37.8% | $64,186+28.6% |
| Participation rate | 98.2% | 69.2%+29.0pp | 74.7%+23.5pp | 69.6%+28.6pp |
| Annual return | 8.66% | -1.55%+10.2pp | 3.46%+5.2pp | 7.63%+1.0pp |
| Employer contribution / active EE | $417 | $2,029-79.4% | $2,722-84.7% | $2,381-82.5% |
| Participant deferral / active EE | $2,691 | $2,547+5.7% | $3,402-20.9% | $3,470-22.4% |
| Admin fee / account holder | $489 | $3,006-83.7% | $3,591-86.4% | $4,888-90.0% |