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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 | $62,588 | $69,977-10.6% | $108,582-42.4% | $62,881-0.5% |
| Participation rate | 95.2% | 72.9%+22.3pp | 79.6%+15.7pp | 69.3%+25.9pp |
| Annual return | 13.21% | 10.73%+2.5pp | -51.70%+64.9pp | 20.14%-6.9pp |
| Employer contribution / active EE | $2,184 | $2,135+2.3% | $3,758-41.9% | $2,281-4.3% |
| Participant deferral / active EE | $1,888 | $3,165-40.3% | $4,311-56.2% | $3,203-41.1% |
| Admin fee / account holder | $603 | $5,076-88.1% | $7,645-92.1% | $4,296-86.0% |