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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 | $58,452 | $54,763+6.7% | $90,324-35.3% | $72,976-19.9% |
| Participation rate | 92.9% | 65.2%+27.7pp | 73.3%+19.6pp | 69.5%+23.4pp |
| Annual return | 25.47% | 30.63%-5.2pp | 78.15%-52.7pp | 81.02%-55.5pp |
| Employer contribution / active EE | $510 | $2,093-75.6% | $2,856-82.1% | $2,440-79.1% |
| Participant deferral / active EE | $2,061 | $2,887-28.6% | $3,885-47.0% | $3,608-42.9% |
| Admin fee / account holder | $469 | $3,973-88.2% | $5,356-91.2% | $5,124-90.9% |