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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 | $75,971 | $60,349+25.9% | $74,184+2.4% | $62,881+20.8% |
| Participation rate | 84.4% | 72.7%+11.6pp | 76.6%+7.8pp | 69.3%+15.1pp |
| Annual return | 11.43% | 21.38%-9.9pp | 17.74%-6.3pp | 20.14%-8.7pp |
| Employer contribution / active EE | $514 | $1,680-69.4% | $2,370-78.3% | $2,281-77.5% |
| Participant deferral / active EE | $4,546 | $2,856+59.2% | $3,550+28.1% | $3,203+41.9% |
| Admin fee / account holder | $751 | $4,261-82.4% | $5,586-86.5% | $4,296-82.5% |