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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 | $83,932 | $54,380+54.3% | $68,509+22.5% | $59,633+40.7% |
| Participation rate | 92.0% | 70.2%+21.8pp | 74.7%+17.2pp | 68.7%+23.3pp |
| Annual return | 2.79% | 2.83%0pp | 8.27%-5.5pp | 2041.45%-2038.7pp |
| Employer contribution / active EE | $1,772 | $1,539+15.2% | $2,278-22.2% | $2,203-19.5% |
| Participant deferral / active EE | $4,123 | $2,643+56.0% | $3,382+21.9% | $3,192+29.2% |
| Admin fee / account holder | $459 | $3,885-88.2% | $5,275-91.3% | $4,297-89.3% |