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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 | $42,515 | $87,834-51.6% | $133,975-68.3% | $62,881-32.4% |
| Participation rate | 87.0% | 83.4%+3.6pp | 87.1%-0.1pp | 69.3%+17.7pp |
| Annual return | 18.30% | 12.05%+6.2pp | 29.29%-11.0pp | 20.14%-1.8pp |
| Employer contribution / active EE | $2,052 | $3,482-41.1% | $5,211-60.6% | $2,281-10.0% |
| Participant deferral / active EE | $9,503 | $4,812+97.5% | $6,282+51.3% | $3,203+196.7% |
| Admin fee / account holder | $4,693 | $5,372-12.7% | $9,324-49.7% | $4,296+9.2% |