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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 | $71,587 | $70,002+2.3% | $115,038-37.8% | $52,331+36.8% |
| Participation rate | 92.2% | 72.1%+20.1pp | 81.4%+10.9pp | 68.1%+24.1pp |
| Annual return | 1.76% | 4.04%-2.3pp | 26.14%-24.4pp | 4.54%-2.8pp |
| Employer contribution / active EE | $850 | $2,715-68.7% | $4,608-81.5% | $1,882-54.8% |
| Participant deferral / active EE | $6,237 | $4,920+26.8% | $6,026+3.5% | $3,022+106.4% |
| Admin fee / account holder | $7,498 | $566+1224.6% | $8,175-8.3% | $592+1167.4% |