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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 | $61,976 | $72,486-14.5% | $87,103-28.8% | $72,976-15.1% |
| Participation rate | 91.8% | 72.8%+18.9pp | 76.9%+14.9pp | 69.5%+22.3pp |
| Annual return | 22.38% | 24.46%-2.1pp | 28.19%-5.8pp | 81.02%-58.6pp |
| Employer contribution / active EE | $870 | $1,894-54.1% | $2,521-65.5% | $2,440-64.4% |
| Participant deferral / active EE | $3,397 | $3,270+3.9% | $4,049-16.1% | $3,608-5.8% |
| Admin fee / account holder | $4,866 | $5,055-3.7% | $7,491-35.1% | $5,124-5.0% |