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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 | $62,470 | $49,025+27.4% | $87,502-28.6% | $62,881-0.7% |
| Participation rate | 96.0% | 64.9%+31.1pp | 73.8%+22.2pp | 69.3%+26.7pp |
| Annual return | 6.80% | 10.02%-3.2pp | 12.21%-5.4pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,088 | $1,372-20.7% | $2,550-57.3% | $2,281-52.3% |
| Participant deferral / active EE | $3,403 | $2,289+48.7% | $3,149+8.1% | $3,203+6.3% |
| Admin fee / account holder | $527 | $4,065-87.0% | $4,221-87.5% | $4,296-87.7% |