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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 | $32,067 | $65,322-50.9% | $70,494-54.5% | $73,497-56.4% |
| Participation rate | 96.2% | 77.0%+19.3pp | 75.1%+21.2pp | 70.7%+25.5pp |
| Annual return | 21.35% | 15.71%+5.6pp | 109.16%-87.8pp | 28.51%-7.2pp |
| Employer contribution / active EE | $2,669 | $2,460+8.5% | $2,738-2.5% | $2,270+17.6% |
| Participant deferral / active EE | $5,278 | $3,375+56.4% | $3,711+42.2% | $3,740+41.1% |
| Admin fee / account holder | $871 | $214+306.8% | $3,848-77.4% | $513+69.7% |