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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 | $64,985 | $57,119+13.8% | $85,187-23.7% | $80,935-19.7% |
| Participation rate | 88.1% | 56.4%+31.7pp | 67.5%+20.6pp | 67.7%+20.4pp |
| Annual return | 37.39% | 21.70%+15.7pp | 66.67%-29.3pp | 35.66%+1.7pp |
| Employer contribution / active EE | $832 | $1,802-53.8% | $2,732-69.6% | $2,757-69.8% |
| Participant deferral / active EE | $4,755 | $3,115+52.7% | $4,525+5.1% | $4,299+10.6% |
| Admin fee / account holder | $959 | $4,990-80.8% | $6,162-84.4% | $6,924-86.2% |