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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 | $95,673 | $60,349+58.5% | $74,184+29.0% | $62,881+52.1% |
| Participation rate | 77.0% | 72.7%+4.3pp | 76.6%+0.4pp | 69.3%+7.7pp |
| Annual return | 9.04% | 21.38%-12.3pp | 17.74%-8.7pp | 20.14%-11.1pp |
| Employer contribution / active EE | $574 | $1,680-65.8% | $2,370-75.8% | $2,281-74.8% |
| Participant deferral / active EE | $3,782 | $2,856+32.4% | $3,550+6.6% | $3,203+18.1% |
| Admin fee / account holder | $3,594 | $4,261-15.7% | $5,586-35.7% | $4,296-16.3% |