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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 | $175,588 | $167,353+4.9% | $143,797+22.1% | $134,545+30.5% |
| Participation rate | 73.9% | 84.8%-10.9pp | 80.3%-6.4pp | 81.2%-7.3pp |
| Annual return | 2.31% | 0.48%+1.8pp | -0.04%+2.4pp | 418.37%-416.1pp |
| Employer contribution / active EE | $2,649 | $5,620-52.9% | $4,952-46.5% | $4,742-44.1% |
| Participant deferral / active EE | $7,082 | $6,447+9.8% | $5,638+25.6% | $6,401+10.6% |
| Admin fee / account holder | $1,466 | $18,096-91.9% | $14,679-90.0% | $11,431-87.2% |