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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 | $49,592 | $62,583-20.8% | $76,767-35.4% | $64,173-22.7% |
| Participation rate | 96.0% | 72.8%+23.2pp | 77.0%+19.0pp | 69.6%+26.4pp |
| Annual return | 7.18% | -1.95%+9.1pp | 2.43%+4.7pp | 7.63%-0.5pp |
| Employer contribution / active EE | $1,049 | $1,832-42.7% | $2,485-57.8% | $2,381-55.9% |
| Participant deferral / active EE | $2,226 | $3,145-29.2% | $3,852-42.2% | $3,470-35.9% |
| Admin fee / account holder | $3,598 | $4,667-22.9% | $6,675-46.1% | $4,887-26.4% |