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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 | $59,300 | $67,602-12.3% | $82,312-28.0% | $70,126-15.4% |
| Participation rate | 77.6% | 72.8%+4.8pp | 76.9%+0.7pp | 69.5%+8.0pp |
| Annual return | 12.91% | 21.57%-8.7pp | 25.88%-13.0pp | 73.15%-60.2pp |
| Employer contribution / active EE | $667 | $1,755-62.0% | $2,428-72.5% | $2,343-71.5% |
| Participant deferral / active EE | $2,259 | $2,987-24.4% | $3,706-39.0% | $3,332-32.2% |
| Admin fee / account holder | $687 | $4,512-84.8% | $5,608-87.8% | $4,645-85.2% |