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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 | $50,158 | $43,338+15.7% | $59,887-16.2% | $64,173-21.8% |
| Participation rate | 97.5% | 69.2%+28.3pp | 74.7%+22.8pp | 69.6%+27.9pp |
| Annual return | 9.01% | -1.55%+10.6pp | 3.46%+5.5pp | 7.63%+1.4pp |
| Employer contribution / active EE | $2,693 | $2,030+32.7% | $2,722-1.1% | $2,381+13.1% |
| Participant deferral / active EE | $3,961 | $2,547+55.5% | $3,402+16.4% | $3,470+14.2% |
| Admin fee / account holder | $920 | $3,007-69.4% | $3,591-74.4% | $4,887-81.2% |