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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 | $70,643 | $60,349+17.1% | $74,184-4.8% | $62,881+12.3% |
| Participation rate | 94.1% | 72.7%+21.4pp | 76.6%+17.5pp | 69.3%+24.8pp |
| Annual return | 7.23% | 21.38%-14.1pp | 17.74%-10.5pp | 20.14%-12.9pp |
| Employer contribution / active EE | $701 | $1,680-58.3% | $2,370-70.4% | $2,281-69.3% |
| Participant deferral / active EE | $3,225 | $2,856+12.9% | $3,550-9.1% | $3,203+0.7% |
| Admin fee / account holder | $5,172 | $4,261+21.4% | $5,586-7.4% | $4,296+20.4% |