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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 | $65,936 | $95,453-30.9% | $112,040-41.1% | $82,448-20.0% |
| Participation rate | 93.1% | 72.8%+20.3pp | 76.5%+16.6pp | 68.1%+25.0pp |
| Annual return | 14.62% | 23.92%-9.3pp | 24.52%-9.9pp | 41.64%-27.0pp |
| Employer contribution / active EE | $2,379 | $2,318+2.7% | $2,954-19.5% | $2,551-6.7% |
| Participant deferral / active EE | $2,312 | $4,224-45.3% | $5,098-54.6% | $4,139-44.1% |
| Admin fee / account holder | $542 | $9,013-94.0% | $12,098-95.5% | $7,234-92.5% |