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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 | $69,228 | $60,349+14.7% | $74,184-6.7% | $62,881+10.1% |
| Participation rate | 82.2% | 72.7%+9.5pp | 76.6%+5.6pp | 69.3%+12.9pp |
| Annual return | 6.35% | 21.38%-15.0pp | 17.74%-11.4pp | 20.14%-13.8pp |
| Employer contribution / active EE | $560 | $1,680-66.7% | $2,370-76.4% | $2,281-75.4% |
| Participant deferral / active EE | $3,120 | $2,856+9.2% | $3,550-12.1% | $3,203-2.6% |
| Admin fee / account holder | $1,473 | $4,261-65.4% | $5,586-73.6% | $4,296-65.7% |