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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 | $98,731 | $62,589+57.7% | $76,768+28.6% | $64,173+53.9% |
| Participation rate | 95.9% | 72.8%+23.1pp | 77.0%+19.0pp | 69.6%+26.3pp |
| Annual return | 0.55% | -1.95%+2.5pp | 2.43%-1.9pp | 7.63%-7.1pp |
| Employer contribution / active EE | $1,417 | $1,832-22.7% | $2,485-43.0% | $2,381-40.5% |
| Participant deferral / active EE | $5,558 | $3,145+76.7% | $3,852+44.3% | $3,470+60.2% |
| Admin fee / account holder | $6,228 | $4,667+33.5% | $6,675-6.7% | $4,887+27.4% |