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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 | $63,852 | $49,025+30.2% | $87,502-27.0% | $62,881+1.5% |
| Participation rate | 97.0% | 64.9%+32.1pp | 73.8%+23.1pp | 69.3%+27.7pp |
| Annual return | 6.33% | 10.02%-3.7pp | 12.21%-5.9pp | 20.14%-13.8pp |
| Employer contribution / active EE | $577 | $1,372-57.9% | $2,550-77.4% | $2,281-74.7% |
| Participant deferral / active EE | $2,998 | $2,289+31.0% | $3,149-4.8% | $3,203-6.4% |
| Admin fee / account holder | $5,022 | $4,065+23.5% | $4,221+19.0% | $4,296+16.9% |