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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 | $59,090 | $72,486-18.5% | $87,103-32.2% | $72,976-19.0% |
| Participation rate | 82.3% | 72.8%+9.4pp | 76.9%+5.4pp | 69.5%+12.8pp |
| Annual return | 36.48% | 24.46%+12.0pp | 28.19%+8.3pp | 81.02%-44.5pp |
| Employer contribution / active EE | $2,726 | $1,894+44.0% | $2,521+8.1% | $2,440+11.7% |
| Participant deferral / active EE | $3,370 | $3,270+3.1% | $4,049-16.8% | $3,608-6.6% |
| Admin fee / account holder | $2,254 | $5,055-55.4% | $7,491-69.9% | $5,124-56.0% |