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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 | $61,932 | $56,287+10.0% | $80,977-23.5% | $62,881-1.5% |
| Participation rate | 97.8% | 68.9%+28.8pp | 75.8%+22.0pp | 69.3%+28.5pp |
| Annual return | 9.81% | 22.13%-12.3pp | 17.11%-7.3pp | 20.14%-10.3pp |
| Employer contribution / active EE | $652 | $1,943-66.4% | $3,715-82.4% | $2,281-71.4% |
| Participant deferral / active EE | $5,301 | $4,196+26.3% | $5,696-6.9% | $3,203+65.5% |
| Admin fee / account holder | $896 | $3,742-76.0% | $5,517-83.8% | $4,296-79.1% |