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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 | $43,144 | $61,660-30.0% | $80,022-46.1% | $64,173-32.8% |
| Participation rate | 84.6% | 71.7%+12.9pp | 75.8%+8.8pp | 69.6%+15.0pp |
| Annual return | 4.99% | -0.33%+5.3pp | 11.22%-6.2pp | 7.63%-2.6pp |
| Employer contribution / active EE | $2,115 | $1,810+16.8% | $2,468-14.3% | $2,381-11.2% |
| Participant deferral / active EE | $4,453 | $2,968+50.0% | $3,686+20.8% | $3,470+28.3% |
| Admin fee / account holder | $608 | $5,417-88.8% | $6,521-90.7% | $4,887-87.6% |