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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 | $35,799 | $83,485-57.1% | $125,192-71.4% | $72,975-50.9% |
| Participation rate | 97.1% | 73.3%+23.8pp | 79.8%+17.3pp | 69.5%+27.6pp |
| Annual return | 25.96% | 25.77%+0.2pp | 43.79%-17.8pp | 81.01%-55.1pp |
| Employer contribution / active EE | $2,587 | $2,346+10.3% | $3,866-33.1% | $2,440+6.0% |
| Participant deferral / active EE | $4,068 | $3,586+13.4% | $4,937-17.6% | $3,608+12.8% |
| Admin fee / account holder | $1,236 | $5,518-77.6% | $9,704-87.3% | $5,124-75.9% |