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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 | $71,279 | $59,839+19.1% | $81,991-13.1% | $79,852-10.7% |
| Participation rate | 86.2% | 61.6%+24.6pp | 69.3%+17.0pp | 69.6%+16.6pp |
| Annual return | 12.75% | 17.56%-4.8pp | 41.31%-28.6pp | 31.72%-19.0pp |
| Employer contribution / active EE | $1,175 | $1,713-31.4% | $2,498-53.0% | $2,471-52.5% |
| Participant deferral / active EE | $4,373 | $2,695+62.2% | $3,722+17.5% | $3,740+16.9% |
| Admin fee / account holder | $991 | $4,287-76.9% | $5,665-82.5% | $5,306-81.3% |