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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 | $58,045 | $58,851-1.4% | $115,170-49.6% | $72,975-20.5% |
| Participation rate | 93.5% | 65.5%+28.0pp | 75.9%+17.6pp | 69.5%+24.1pp |
| Annual return | 21.63% | 23.16%-1.5pp | 35.60%-14.0pp | 81.01%-59.4pp |
| Employer contribution / active EE | $2,182 | $1,798+21.4% | $3,179-31.4% | $2,440-10.6% |
| Participant deferral / active EE | $5,974 | $2,643+126.1% | $4,169+43.3% | $3,608+65.6% |
| Admin fee / account holder | $590 | $6,370-90.7% | $7,089-91.7% | $5,124-88.5% |