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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 | $28,150 | $67,606-58.4% | $82,313-65.8% | $70,124-59.9% |
| Participation rate | 89.7% | 72.8%+16.9pp | 76.9%+12.8pp | 69.5%+20.1pp |
| Annual return | 28.95% | 21.57%+7.4pp | 25.88%+3.1pp | 73.14%-44.2pp |
| Employer contribution / active EE | $2,105 | $1,755+20.0% | $2,428-13.3% | $2,342-10.1% |
| Participant deferral / active EE | $4,353 | $2,987+45.7% | $3,706+17.5% | $3,332+30.7% |
| Admin fee / account holder | $593 | $4,512-86.9% | $5,608-89.4% | $4,645-87.2% |