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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 | $52,717 | $61,660-14.5% | $80,022-34.1% | $64,173-17.9% |
| Participation rate | 87.0% | 71.7%+15.3pp | 75.8%+11.1pp | 69.6%+17.4pp |
| Annual return | 2.48% | -0.33%+2.8pp | 11.22%-8.7pp | 7.63%-5.2pp |
| Employer contribution / active EE | $3,841 | $1,810+112.1% | $2,468+55.6% | $2,381+61.3% |
| Participant deferral / active EE | $8,406 | $2,968+183.3% | $3,686+128.1% | $3,470+142.3% |
| Admin fee / account holder | $2,423 | $5,417-55.3% | $6,521-62.8% | $4,887-50.4% |