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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 | $43,737 | $49,025-10.8% | $87,502-50.0% | $62,881-30.4% |
| Participation rate | 73.3% | 64.9%+8.5pp | 73.8%-0.5pp | 69.3%+4.0pp |
| Annual return | 22.72% | 10.02%+12.7pp | 12.21%+10.5pp | 20.14%+2.6pp |
| Employer contribution / active EE | $2,093 | $1,372+52.5% | $2,550-17.9% | $2,281-8.3% |
| Participant deferral / active EE | $7,476 | $2,289+226.6% | $3,149+137.4% | $3,203+133.4% |
| Admin fee / account holder | $484 | $4,065-88.1% | $4,221-88.5% | $4,296-88.7% |