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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 | $73,676 | $58,828+25.2% | $78,002-5.5% | $62,881+17.2% |
| Participation rate | 86.5% | 71.1%+15.5pp | 75.5%+11.0pp | 69.3%+17.2pp |
| Annual return | 5.80% | 17.16%-11.4pp | 425.99%-420.2pp | 20.14%-14.3pp |
| Employer contribution / active EE | $303 | $1,672-81.9% | $2,470-87.7% | $2,281-86.7% |
| Participant deferral / active EE | $4,604 | $2,686+71.5% | $3,497+31.7% | $3,203+43.8% |
| Admin fee / account holder | $1,552 | $4,393-64.7% | $5,481-71.7% | $4,296-63.9% |