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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 | $48,298 | $42,383+14.0% | $76,518-36.9% | $64,173-24.7% |
| Participation rate | 76.0% | 58.1%+17.9pp | 68.0%+8.0pp | 69.6%+6.4pp |
| Annual return | 8.09% | -16.54%+24.6pp | -0.27%+8.4pp | 7.63%+0.5pp |
| Employer contribution / active EE | $3,363 | $1,563+115.1% | $2,647+27.0% | $2,381+41.3% |
| Participant deferral / active EE | $2,546 | $2,566-0.8% | $3,836-33.6% | $3,470-26.6% |
| Admin fee / account holder | $2,771 | $3,198-13.4% | $4,849-42.9% | $4,887-43.3% |