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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 | $49,477 | $47,848+3.4% | $81,473-39.3% | $70,126-29.4% |
| Participation rate | 92.0% | 58.3%+33.7pp | 68.0%+24.0pp | 69.5%+22.5pp |
| Annual return | 15.64% | 27.25%-11.6pp | 38.78%-23.1pp | 73.15%-57.5pp |
| Employer contribution / active EE | $2,914 | $1,527+90.8% | $2,568+13.5% | $2,343+24.4% |
| Participant deferral / active EE | $3,374 | $2,453+37.5% | $3,537-4.6% | $3,332+1.3% |
| Admin fee / account holder | $430 | $3,145-86.3% | $4,561-90.6% | $4,645-90.7% |