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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 | $66,269 | $56,894+16.5% | $84,753-21.8% | $62,881+5.4% |
| Participation rate | 80.0% | 68.5%+11.5pp | 76.6%+3.4pp | 69.3%+10.7pp |
| Annual return | 6.16% | 6.30%-0.1pp | 22.78%-16.6pp | 20.14%-14.0pp |
| Employer contribution / active EE | $800 | $2,400-66.7% | $3,574-77.6% | $2,281-64.9% |
| Participant deferral / active EE | $1,726 | $2,709-36.3% | $3,712-53.5% | $3,203-46.1% |
| Admin fee / account holder | $587 | $3,581-83.6% | $5,333-89.0% | $4,296-86.3% |