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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 | $81,342 | $60,349+34.8% | $74,184+9.6% | $62,881+29.4% |
| Participation rate | 76.0% | 72.7%+3.3pp | 76.6%-0.6pp | 69.3%+6.7pp |
| Annual return | 8.05% | 21.38%-13.3pp | 17.74%-9.7pp | 20.14%-12.1pp |
| Employer contribution / active EE | $831 | $1,680-50.6% | $2,370-65.0% | $2,281-63.6% |
| Participant deferral / active EE | $2,609 | $2,856-8.6% | $3,550-26.5% | $3,203-18.5% |
| Admin fee / account holder | $843 | $4,261-80.2% | $5,586-84.9% | $4,296-80.4% |