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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 | $38,243 | $86,940-56.0% | $102,434-62.7% | $80,935-52.7% |
| Participation rate | 83.3% | 72.4%+10.9pp | 76.5%+6.8pp | 67.7%+15.7pp |
| Annual return | 11.55% | 18.89%-7.3pp | 29.46%-17.9pp | 35.66%-24.1pp |
| Employer contribution / active EE | $2,149 | $2,370-9.3% | $3,023-28.9% | $2,757-22.0% |
| Participant deferral / active EE | $5,817 | $4,121+41.2% | $5,055+15.1% | $4,299+35.3% |
| Admin fee / account holder | $5,817 | $8,047-27.7% | $9,462-38.5% | $6,924-16.0% |