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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 | $46,798 | $45,872+2.0% | $77,096-39.3% | $68,486-31.7% |
| Participation rate | 80.0% | 55.9%+24.1pp | 67.9%+12.1pp | 67.9%+12.1pp |
| Annual return | 3.32% | 1.73%+1.6pp | 42.35%-39.0pp | -7.85%+11.2pp |
| Employer contribution / active EE | $3,659 | $1,650+121.8% | $2,814+30.0% | $2,597+40.9% |
| Participant deferral / active EE | $6,852 | $2,963+131.3% | $4,429+54.7% | $4,028+70.1% |
| Admin fee / account holder | $2,713 | $3,041-10.8% | $5,428-50.0% | $5,404-49.8% |