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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 | $63,258 | $67,606-6.4% | $82,313-23.1% | $70,131-9.8% |
| Participation rate | 97.8% | 72.8%+25.0pp | 76.9%+20.9pp | 69.5%+28.2pp |
| Annual return | 17.16% | 21.57%-4.4pp | 25.88%-8.7pp | 73.14%-56.0pp |
| Employer contribution / active EE | $557 | $1,755-68.3% | $2,428-77.1% | $2,342-76.2% |
| Participant deferral / active EE | $3,973 | $2,987+33.0% | $3,706+7.2% | $3,332+19.3% |
| Admin fee / account holder | $512 | $4,512-88.7% | $5,608-90.9% | $4,645-89.0% |