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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 | $43,195 | $61,660-29.9% | $80,022-46.0% | $64,173-32.7% |
| Participation rate | 74.5% | 71.7%+2.8pp | 75.8%-1.3pp | 69.6%+4.9pp |
| Annual return | 7.45% | -0.33%+7.8pp | 11.22%-3.8pp | 7.63%-0.2pp |
| Employer contribution / active EE | $1,536 | $1,810-15.1% | $2,468-37.8% | $2,381-35.5% |
| Participant deferral / active EE | $2,998 | $2,968+1.0% | $3,686-18.7% | $3,470-13.6% |
| Admin fee / account holder | $4,389 | $5,417-19.0% | $6,521-32.7% | $4,887-10.2% |