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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 | $67,109 | $60,349+11.2% | $74,184-9.5% | $62,881+6.7% |
| Participation rate | 96.5% | 72.7%+23.8pp | 76.6%+19.9pp | 69.3%+27.2pp |
| Annual return | 6.57% | 21.38%-14.8pp | 17.74%-11.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $589 | $1,680-64.9% | $2,370-75.1% | $2,281-74.2% |
| Participant deferral / active EE | $2,946 | $2,856+3.1% | $3,550-17.0% | $3,203-8.0% |
| Admin fee / account holder | $1,845 | $4,261-56.7% | $5,586-67.0% | $4,296-57.1% |