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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 | $29,686 | $60,349-50.8% | $74,184-60.0% | $62,881-52.8% |
| Participation rate | 89.2% | 72.7%+16.5pp | 76.6%+12.6pp | 69.3%+19.9pp |
| Annual return | 10.13% | 21.38%-11.2pp | 17.74%-7.6pp | 20.14%-10.0pp |
| Employer contribution / active EE | $670 | $1,680-60.1% | $2,370-71.7% | $2,281-70.6% |
| Participant deferral / active EE | $3,439 | $2,856+20.4% | $3,550-3.1% | $3,203+7.4% |
| Admin fee / account holder | $4,090 | $4,261-4.0% | $5,586-26.8% | $4,296-4.8% |