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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 | $55,247 | $62,583-11.7% | $76,767-28.0% | $64,173-13.9% |
| Participation rate | 80.0% | 72.8%+7.2pp | 77.0%+3.0pp | 69.6%+10.4pp |
| Annual return | 1.55% | -1.95%+3.5pp | 2.43%-0.9pp | 7.63%-6.1pp |
| Employer contribution / active EE | $2,546 | $1,832+38.9% | $2,485+2.4% | $2,381+6.9% |
| Participant deferral / active EE | $4,395 | $3,145+39.7% | $3,852+14.1% | $3,470+26.7% |
| Admin fee / account holder | $6,440 | $4,667+38.0% | $6,675-3.5% | $4,887+31.8% |