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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 | $65,595 | $62,589+4.8% | $76,768-14.6% | $64,173+2.2% |
| Participation rate | 88.6% | 72.8%+15.8pp | 77.0%+11.6pp | 69.6%+19.0pp |
| Annual return | 2.56% | -1.95%+4.5pp | 2.43%+0.1pp | 7.63%-5.1pp |
| Employer contribution / active EE | $731 | $1,832-60.1% | $2,485-70.6% | $2,381-69.3% |
| Participant deferral / active EE | $2,639 | $3,145-16.1% | $3,852-31.5% | $3,470-23.9% |
| Admin fee / account holder | $1,809 | $4,667-61.2% | $6,675-72.9% | $4,887-63.0% |