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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 | $60,824 | $67,602-10.0% | $82,312-26.1% | $70,126-13.3% |
| Participation rate | 70.4% | 72.8%-2.4pp | 76.9%-6.5pp | 69.5%+0.8pp |
| Annual return | 25.28% | 21.57%+3.7pp | 25.88%-0.6pp | 73.15%-47.9pp |
| Employer contribution / active EE | $493 | $1,755-71.9% | $2,428-79.7% | $2,343-79.0% |
| Participant deferral / active EE | $3,294 | $2,987+10.3% | $3,706-11.1% | $3,332-1.1% |
| Admin fee / account holder | $5,408 | $4,512+19.9% | $5,608-3.6% | $4,645+16.4% |