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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 | $56,472 | $95,404-40.8% | $113,397-50.2% | $82,637-31.7% |
| Participation rate | 91.2% | 72.8%+18.4pp | 76.5%+14.7pp | 68.1%+23.1pp |
| Annual return | 19.55% | 19.08%+0.5pp | 23.20%-3.6pp | 53.51%-34.0pp |
| Employer contribution / active EE | $3,455 | $2,307+49.8% | $2,977+16.1% | $2,552+35.4% |
| Participant deferral / active EE | $4,820 | $4,220+14.2% | $5,076-5.1% | $4,126+16.8% |
| Admin fee / account holder | $728 | $9,168-92.1% | $11,957-93.9% | $7,339-90.1% |