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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 | $65,518 | $67,602-3.1% | $82,312-20.4% | $70,126-6.6% |
| Participation rate | 87.1% | 72.8%+14.3pp | 76.9%+10.2pp | 69.5%+17.6pp |
| Annual return | 13.12% | 21.57%-8.4pp | 25.88%-12.8pp | 73.15%-60.0pp |
| Employer contribution / active EE | $656 | $1,755-62.6% | $2,428-73.0% | $2,343-72.0% |
| Participant deferral / active EE | $2,625 | $2,987-12.1% | $3,706-29.2% | $3,332-21.2% |
| Admin fee / account holder | $904 | $4,512-80.0% | $5,608-83.9% | $4,645-80.5% |