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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 | $60,964 | $67,602-9.8% | $82,312-25.9% | $70,126-13.1% |
| Participation rate | 78.6% | 72.8%+5.8pp | 76.9%+1.7pp | 69.5%+9.0pp |
| Annual return | 22.47% | 21.57%+0.9pp | 25.88%-3.4pp | 73.15%-50.7pp |
| Employer contribution / active EE | $841 | $1,755-52.1% | $2,428-65.4% | $2,343-64.1% |
| Participant deferral / active EE | $2,707 | $2,987-9.4% | $3,706-27.0% | $3,332-18.8% |
| Admin fee / account holder | $9,167 | $4,512+103.2% | $5,608+63.5% | $4,645+97.3% |