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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 | $56,544 | $76,551-26.1% | $123,894-54.4% | $62,881-10.1% |
| Participation rate | 82.9% | 73.0%+9.9pp | 81.4%+1.4pp | 69.3%+13.6pp |
| Annual return | 16.37% | 18.68%-2.3pp | 47.52%-31.2pp | 20.14%-3.8pp |
| Employer contribution / active EE | $3,739 | $2,882+29.7% | $4,617-19.0% | $2,281+63.9% |
| Participant deferral / active EE | $8,049 | $4,840+66.3% | $5,984+34.5% | $3,203+151.3% |
| Admin fee / account holder | $948 | $4,826-80.4% | $8,357-88.7% | $4,296-77.9% |