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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 | $61,872 | $71,480-13.4% | $90,782-31.8% | $64,173-3.6% |
| Participation rate | 88.9% | 77.6%+11.3pp | 82.7%+6.2pp | 69.6%+19.3pp |
| Annual return | 1.26% | -4.25%+5.5pp | -3.42%+4.7pp | 7.63%-6.4pp |
| Employer contribution / active EE | $2,414 | $3,415-29.3% | $4,105-41.2% | $2,381+1.4% |
| Participant deferral / active EE | $2,674 | $4,302-37.8% | $5,366-50.2% | $3,470-22.9% |
| Admin fee / account holder | $7,070 | $6,309+12.1% | $5,908+19.7% | $4,887+44.7% |