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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 | $58,775 | $49,280+19.3% | $67,313-12.7% | $64,173-8.4% |
| Participation rate | 81.5% | 60.8%+20.7pp | 69.1%+12.4pp | 69.6%+11.9pp |
| Annual return | 7.78% | -1.39%+9.2pp | -4.08%+11.9pp | 7.63%+0.2pp |
| Employer contribution / active EE | $1,580 | $1,668-5.3% | $2,566-38.4% | $2,381-33.6% |
| Participant deferral / active EE | $3,049 | $2,484+22.8% | $3,568-14.5% | $3,470-12.1% |
| Admin fee / account holder | $4,707 | $3,863+21.9% | $4,507+4.5% | $4,887-3.7% |