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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 | $85,937 | $67,602+27.1% | $82,312+4.4% | $70,126+22.5% |
| Participation rate | 96.9% | 72.8%+24.1pp | 76.9%+20.0pp | 69.5%+27.3pp |
| Annual return | 18.63% | 21.57%-2.9pp | 25.88%-7.2pp | 73.15%-54.5pp |
| Employer contribution / active EE | $728 | $1,755-58.5% | $2,428-70.0% | $2,343-68.9% |
| Participant deferral / active EE | $3,644 | $2,987+22.0% | $3,706-1.7% | $3,332+9.4% |
| Admin fee / account holder | $1,474 | $4,512-67.3% | $5,608-73.7% | $4,645-68.3% |