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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 | $61,217 | $93,064-34.2% | $74,577-17.9% | $273,972-77.7% |
| Participation rate | 87.5% | 74.9%+12.6pp | 68.1%+19.4pp | 83.0%+4.5pp |
| Annual return | 6.39% | 26.18%-19.8pp | 20.47%-14.1pp | 41.46%-35.1pp |
| Employer contribution / active EE | $3,020 | $3,160-4.4% | $2,525+19.6% | $4,869-38.0% |
| Participant deferral / active EE | $5,980 | $4,160+43.7% | $3,458+72.9% | $5,287+13.1% |
| Admin fee / account holder | $493 | $5,273-90.7% | $4,138-88.1% | $10,133-95.1% |