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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 | $71,878 | $62,586+14.8% | $76,767-6.4% | $64,186+12.0% |
| Participation rate | 70.7% | 72.8%-2.1pp | 77.0%-6.3pp | 69.6%+1.1pp |
| Annual return | 15.13% | -1.95%+17.1pp | 2.43%+12.7pp | 7.63%+7.5pp |
| Employer contribution / active EE | $890 | $1,832-51.4% | $2,485-64.2% | $2,381-62.6% |
| Participant deferral / active EE | $2,460 | $3,145-21.8% | $3,852-36.1% | $3,470-29.1% |
| Admin fee / account holder | $1,003 | $4,667-78.5% | $6,675-85.0% | $4,888-79.5% |