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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 | $39,689 | $60,349-34.2% | $74,184-46.5% | $62,881-36.9% |
| Participation rate | 91.3% | 72.7%+18.6pp | 76.6%+14.7pp | 69.3%+22.0pp |
| Annual return | 5.70% | 21.38%-15.7pp | 17.74%-12.0pp | 20.14%-14.4pp |
| Employer contribution / active EE | $2,178 | $1,680+29.6% | $2,370-8.1% | $2,281-4.5% |
| Participant deferral / active EE | $3,972 | $2,856+39.1% | $3,550+11.9% | $3,203+24.0% |
| Admin fee / account holder | $560 | $4,261-86.9% | $5,586-90.0% | $4,296-87.0% |