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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 | $83,535 | $43,075+93.9% | $74,577+12.0% | $62,881+32.8% |
| Participation rate | 96.7% | 58.1%+38.6pp | 68.1%+28.6pp | 69.3%+27.4pp |
| Annual return | 8.50% | 17.50%-9.0pp | 20.47%-12.0pp | 20.14%-11.6pp |
| Employer contribution / active EE | $192 | $1,498-87.2% | $2,525-92.4% | $2,281-91.6% |
| Participant deferral / active EE | $3,576 | $2,389+49.6% | $3,458+3.4% | $3,203+11.6% |
| Admin fee / account holder | $4,730 | $2,840+66.6% | $4,138+14.3% | $4,296+10.1% |