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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 | $54,694 | $67,602-19.1% | $82,312-33.6% | $70,126-22.0% |
| Participation rate | 96.0% | 72.8%+23.2pp | 76.9%+19.1pp | 69.5%+26.5pp |
| Annual return | 17.44% | 21.57%-4.1pp | 25.88%-8.4pp | 73.15%-55.7pp |
| Employer contribution / active EE | $992 | $1,755-43.5% | $2,428-59.1% | $2,343-57.6% |
| Participant deferral / active EE | $5,094 | $2,987+70.5% | $3,706+37.5% | $3,332+52.9% |
| Admin fee / account holder | $328 | $4,512-92.7% | $5,608-94.2% | $4,645-92.9% |