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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 | $58,703 | $60,349-2.7% | $74,184-20.9% | $62,881-6.6% |
| Participation rate | 95.6% | 72.7%+22.8pp | 76.6%+18.9pp | 69.3%+26.3pp |
| Annual return | 6.36% | 21.38%-15.0pp | 17.74%-11.4pp | 20.14%-13.8pp |
| Employer contribution / active EE | $584 | $1,680-65.3% | $2,370-75.4% | $2,281-74.4% |
| Participant deferral / active EE | $2,973 | $2,856+4.1% | $3,550-16.3% | $3,203-7.2% |
| Admin fee / account holder | $7,862 | $4,261+84.5% | $5,586+40.8% | $4,296+83.0% |