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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 | $87,312 | $60,349+44.7% | $74,184+17.7% | $62,881+38.9% |
| Participation rate | 77.5% | 72.7%+4.8pp | 76.6%+0.9pp | 69.3%+8.2pp |
| Annual return | 5.38% | 21.38%-16.0pp | 17.74%-12.4pp | 20.14%-14.8pp |
| Employer contribution / active EE | $514 | $1,680-69.4% | $2,370-78.3% | $2,281-77.5% |
| Participant deferral / active EE | $4,896 | $2,856+71.4% | $3,550+37.9% | $3,203+52.9% |
| Admin fee / account holder | $2,259 | $4,261-47.0% | $5,586-59.6% | $4,296-47.4% |