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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 | $66,992 | $51,708+29.6% | $106,619-37.2% | $62,881+6.5% |
| Participation rate | 75.6% | 66.9%+8.7pp | 78.0%-2.4pp | 69.3%+6.3pp |
| Annual return | 7.12% | 4.69%+2.4pp | 9.42%-2.3pp | 20.14%-13.0pp |
| Employer contribution / active EE | $737 | $1,764-58.2% | $3,947-81.3% | $2,281-67.7% |
| Participant deferral / active EE | $1,913 | $2,315-17.4% | $3,930-51.3% | $3,203-40.3% |
| Admin fee / account holder | $514 | $3,349-84.6% | $6,418-92.0% | $4,296-88.0% |