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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 | $49,230 | $39,132+25.8% | $57,196-13.9% | $62,881-21.7% |
| Participation rate | 97.3% | 70.5%+26.8pp | 75.3%+22.0pp | 69.3%+28.0pp |
| Annual return | 5.97% | 9.24%-3.3pp | 14.59%-8.6pp | 20.14%-14.2pp |
| Employer contribution / active EE | $418 | $1,874-77.7% | $2,683-84.4% | $2,281-81.7% |
| Participant deferral / active EE | $862 | $2,374-63.7% | $3,096-72.1% | $3,203-73.1% |
| Admin fee / account holder | $4,041 | $2,594+55.8% | $3,141+28.7% | $4,296-5.9% |