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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 | $89,310 | $60,349+48.0% | $74,184+20.4% | $62,881+42.0% |
| Participation rate | 78.1% | 72.7%+5.4pp | 76.6%+1.5pp | 69.3%+8.8pp |
| Annual return | 8.84% | 21.38%-12.5pp | 17.74%-8.9pp | 20.14%-11.3pp |
| Employer contribution / active EE | $347 | $1,680-79.3% | $2,370-85.4% | $2,281-84.8% |
| Participant deferral / active EE | $3,211 | $2,856+12.4% | $3,550-9.5% | $3,203+0.2% |
| Admin fee / account holder | $6,860 | $4,261+61.0% | $5,586+22.8% | $4,296+59.7% |