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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 | $78,280 | $48,364+61.9% | $71,796+9.0% | $62,881+24.5% |
| Participation rate | 76.9% | 60.6%+16.3pp | 69.1%+7.8pp | 69.3%+7.6pp |
| Annual return | 7.06% | 13.16%-6.1pp | 78.04%-71.0pp | 20.14%-13.1pp |
| Employer contribution / active EE | $846 | $1,042-18.8% | $1,924-56.1% | $2,281-62.9% |
| Participant deferral / active EE | $3,087 | $2,091+47.6% | $2,794+10.5% | $3,203-3.6% |
| Admin fee / account holder | $521 | $3,771-86.2% | $4,815-89.2% | $4,296-87.9% |