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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 | $70,641 | $88,707-20.4% | $74,184-4.8% | $273,972-74.2% |
| Participation rate | 85.0% | 79.4%+5.6pp | 76.6%+8.4pp | 83.0%+2.0pp |
| Annual return | 7.51% | 11.94%-4.4pp | 17.74%-10.2pp | 41.46%-33.9pp |
| Employer contribution / active EE | $657 | $3,159-79.2% | $2,370-72.3% | $4,869-86.5% |
| Participant deferral / active EE | $2,480 | $4,212-41.1% | $3,550-30.1% | $5,287-53.1% |
| Admin fee / account holder | $1,025 | $8,717-88.2% | $5,586-81.7% | $10,133-89.9% |