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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 | $65,265 | $49,025+33.1% | $87,502-25.4% | $62,881+3.8% |
| Participation rate | 70.0% | 64.9%+5.1pp | 73.8%-3.8pp | 69.3%+0.7pp |
| Annual return | 9.01% | 10.02%-1.0pp | 12.21%-3.2pp | 20.14%-11.1pp |
| Employer contribution / active EE | $322 | $1,372-76.5% | $2,550-87.4% | $2,281-85.9% |
| Participant deferral / active EE | $4,087 | $2,289+78.5% | $3,149+29.8% | $3,203+27.6% |
| Admin fee / account holder | $7,807 | $4,065+92.0% | $4,221+85.0% | $4,296+81.7% |