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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 | $59,433 | $67,602-12.1% | $82,312-27.8% | $70,126-15.2% |
| Participation rate | 97.5% | 72.8%+24.8pp | 76.9%+20.6pp | 69.5%+28.0pp |
| Annual return | 17.65% | 21.57%-3.9pp | 25.88%-8.2pp | 73.15%-55.5pp |
| Employer contribution / active EE | $760 | $1,755-56.7% | $2,428-68.7% | $2,343-67.6% |
| Participant deferral / active EE | $5,053 | $2,987+69.2% | $3,706+36.4% | $3,332+51.7% |
| Admin fee / account holder | $1,153 | $4,512-74.4% | $5,608-79.4% | $4,645-75.2% |