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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 | $55,682 | $49,255+13.0% | $70,494-21.0% | $79,856-30.3% |
| Participation rate | 72.1% | 69.2%+2.9pp | 75.1%-3.0pp | 69.6%+2.5pp |
| Annual return | 10.15% | 30.10%-19.9pp | 109.16%-99.0pp | 31.71%-21.6pp |
| Employer contribution / active EE | $859 | $2,100-59.1% | $2,738-68.6% | $2,471-65.2% |
| Participant deferral / active EE | $3,154 | $2,768+13.9% | $3,711-15.0% | $3,741-15.7% |
| Admin fee / account holder | $693 | $2,879-75.9% | $3,848-82.0% | $5,306-86.9% |