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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 | $50,920 | $63,365-19.6% | $91,994-44.6% | $72,975-30.2% |
| Participation rate | 93.1% | 72.5%+20.6pp | 78.6%+14.5pp | 69.5%+23.6pp |
| Annual return | 24.38% | 35.35%-11.0pp | 69.04%-44.7pp | 81.01%-56.6pp |
| Employer contribution / active EE | $3,967 | $2,116+87.5% | $3,453+14.9% | $2,440+62.6% |
| Participant deferral / active EE | $8,692 | $4,883+78.0% | $5,924+46.7% | $3,608+140.9% |
| Admin fee / account holder | $642 | $4,670-86.2% | $7,744-91.7% | $5,124-87.5% |