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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 | $28,066 | $43,344-35.2% | $59,899-53.1% | $64,173-56.3% |
| Participation rate | 82.9% | 69.2%+13.7pp | 74.7%+8.2pp | 69.6%+13.3pp |
| Annual return | 10.06% | -1.55%+11.6pp | 3.46%+6.6pp | 7.63%+2.4pp |
| Employer contribution / active EE | $2,628 | $2,030+29.5% | $2,723-3.5% | $2,381+10.4% |
| Participant deferral / active EE | $3,825 | $2,547+50.2% | $3,402+12.4% | $3,470+10.3% |
| Admin fee / account holder | $4,567 | $3,008+51.8% | $3,592+27.1% | $4,887-6.6% |