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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 | $55,323 | $95,453-42.0% | $112,040-50.6% | $82,448-32.9% |
| Participation rate | 76.3% | 72.8%+3.6pp | 76.5%-0.2pp | 68.1%+8.2pp |
| Annual return | 16.67% | 23.92%-7.3pp | 24.52%-7.9pp | 41.64%-25.0pp |
| Employer contribution / active EE | $3,312 | $2,318+42.9% | $2,954+12.1% | $2,551+29.8% |
| Participant deferral / active EE | $5,140 | $4,224+21.7% | $5,098+0.8% | $4,139+24.2% |
| Admin fee / account holder | $300 | $9,013-96.7% | $12,098-97.5% | $7,234-95.9% |