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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 | $33,754 | $67,602-50.1% | $82,312-59.0% | $70,126-51.9% |
| Participation rate | 87.1% | 72.8%+14.3pp | 76.9%+10.2pp | 69.5%+17.6pp |
| Annual return | 19.17% | 21.57%-2.4pp | 25.88%-6.7pp | 73.15%-54.0pp |
| Employer contribution / active EE | $2,064 | $1,755+17.6% | $2,428-15.0% | $2,343-11.9% |
| Participant deferral / active EE | $4,711 | $2,987+57.7% | $3,706+27.1% | $3,332+41.4% |
| Admin fee / account holder | $571 | $4,512-87.4% | $5,608-89.8% | $4,645-87.7% |