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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 | $49,721 | $43,333+14.7% | $59,883-17.0% | $64,181-22.5% |
| Participation rate | 84.8% | 69.2%+15.7pp | 74.7%+10.1pp | 69.6%+15.3pp |
| Annual return | 7.45% | -1.55%+9.0pp | 3.46%+4.0pp | 7.63%-0.2pp |
| Employer contribution / active EE | $2,092 | $2,029+3.1% | $2,722-23.1% | $2,381-12.1% |
| Participant deferral / active EE | $3,459 | $2,547+35.8% | $3,402+1.7% | $3,470-0.3% |
| Admin fee / account holder | $8,580 | $3,006+185.4% | $3,591+138.9% | $4,887+75.6% |