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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 | $54,437 | $123,793-56.0% | $177,840-69.4% | $79,852-31.8% |
| Participation rate | 88.3% | 84.7%+3.7pp | 87.7%+0.6pp | 69.6%+18.7pp |
| Annual return | 18.22% | 22.82%-4.6pp | 48.32%-30.1pp | 31.72%-13.5pp |
| Employer contribution / active EE | $2,990 | $4,095-27.0% | $5,919-49.5% | $2,471+21.0% |
| Participant deferral / active EE | $3,265 | $5,956-45.2% | $7,714-57.7% | $3,740-12.7% |
| Admin fee / account holder | $718 | $7,243-90.1% | $12,431-94.2% | $5,306-86.5% |