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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 | $59,977 | $48,078+24.8% | $78,676-23.8% | $62,881-4.6% |
| Participation rate | 88.9% | 65.2%+23.7pp | 73.6%+15.3pp | 69.3%+19.6pp |
| Annual return | 20.56% | 31.36%-10.8pp | 62.19%-41.6pp | 20.14%+0.4pp |
| Employer contribution / active EE | $664 | $2,015-67.0% | $2,850-76.7% | $2,281-70.9% |
| Participant deferral / active EE | $4,211 | $2,587+62.8% | $3,517+19.7% | $3,203+31.5% |
| Admin fee / account holder | $1,900 | $3,206-40.7% | $4,510-57.9% | $4,296-55.8% |