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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 | $64,695 | $81,331-20.5% | $155,534-58.4% | $80,935-20.1% |
| Participation rate | 92.6% | 66.3%+26.3pp | 78.2%+14.4pp | 67.7%+24.9pp |
| Annual return | 22.92% | 33.37%-10.5pp | 64.92%-42.0pp | 35.66%-12.7pp |
| Employer contribution / active EE | $891 | $3,105-71.3% | $4,675-80.9% | $2,757-67.7% |
| Participant deferral / active EE | $3,585 | $3,454+3.8% | $5,630-36.3% | $4,299-16.6% |
| Admin fee / account holder | $717 | $7,999-91.0% | $15,900-95.5% | $6,924-89.6% |