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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 | $73,624 | $52,580+40.0% | $71,671+2.7% | $70,124+5.0% |
| Participation rate | 96.2% | 60.9%+35.3pp | 68.7%+27.4pp | 69.5%+26.6pp |
| Annual return | 14.89% | 20.25%-5.4pp | 20.65%-5.8pp | 73.14%-58.3pp |
| Employer contribution / active EE | $719 | $1,616-55.5% | $2,460-70.8% | $2,342-69.3% |
| Participant deferral / active EE | $3,521 | $2,386+47.6% | $3,438+2.4% | $3,332+5.7% |
| Admin fee / account holder | $4,761 | $3,653+30.3% | $5,558-14.3% | $4,645+2.5% |