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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 | $58,315 | $37,446+55.7% | $77,552-24.8% | $79,856-27.0% |
| Participation rate | 78.4% | 41.5%+36.9pp | 54.2%+24.2pp | 69.6%+8.7pp |
| Annual return | 10.61% | 39.76%-29.1pp | 54.82%-44.2pp | 31.71%-21.1pp |
| Employer contribution / active EE | $593 | $637-6.9% | $987-39.9% | $2,471-76.0% |
| Participant deferral / active EE | $3,428 | $1,261+171.9% | $1,861+84.2% | $3,741-8.3% |
| Admin fee / account holder | $2,572 | $2,506+2.6% | $2,859-10.0% | $5,306-51.5% |