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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 | $34,550 | $56,894-39.3% | $84,753-59.2% | $62,881-45.1% |
| Participation rate | 79.3% | 68.5%+10.8pp | 76.6%+2.7pp | 69.3%+10.0pp |
| Annual return | 8.48% | 6.30%+2.2pp | 22.78%-14.3pp | 20.14%-11.7pp |
| Employer contribution / active EE | $4,786 | $2,400+99.4% | $3,574+33.9% | $2,281+109.8% |
| Participant deferral / active EE | $4,308 | $2,709+59.0% | $3,712+16.1% | $3,203+34.5% |
| Admin fee / account holder | $853 | $3,581-76.2% | $5,333-84.0% | $4,296-80.2% |