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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 | $54,982 | $55,684-1.3% | $75,900-27.6% | $72,976-24.7% |
| Participation rate | 77.1% | 61.1%+15.9pp | 69.3%+7.8pp | 69.5%+7.6pp |
| Annual return | 26.60% | 27.60%-1.0pp | 30.73%-4.1pp | 81.02%-54.4pp |
| Employer contribution / active EE | $1,165 | $1,687-31.0% | $2,501-53.4% | $2,440-52.3% |
| Participant deferral / active EE | $3,535 | $2,634+34.2% | $3,604-1.9% | $3,608-2.0% |
| Admin fee / account holder | $806 | $3,981-79.8% | $5,421-85.1% | $5,124-84.3% |