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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 | $74,296 | $69,977+6.2% | $108,582-31.6% | $62,881+18.2% |
| Participation rate | 89.6% | 72.9%+16.7pp | 79.6%+10.0pp | 69.3%+20.2pp |
| Annual return | 6.52% | 10.73%-4.2pp | -51.70%+58.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $553 | $2,135-74.1% | $3,758-85.3% | $2,281-75.7% |
| Participant deferral / active EE | $2,951 | $3,165-6.8% | $4,311-31.6% | $3,203-7.9% |
| Admin fee / account holder | $479 | $5,076-90.6% | $7,645-93.7% | $4,296-88.8% |