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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 | $30,903 | $67,602-54.3% | $82,312-62.5% | $70,126-55.9% |
| Participation rate | 79.0% | 72.8%+6.3pp | 76.9%+2.1pp | 69.5%+9.5pp |
| Annual return | 20.88% | 21.57%-0.7pp | 25.88%-5.0pp | 73.15%-52.3pp |
| Employer contribution / active EE | $1,405 | $1,755-19.9% | $2,428-42.1% | $2,343-40.0% |
| Participant deferral / active EE | $2,866 | $2,987-4.1% | $3,706-22.7% | $3,332-14.0% |
| Admin fee / account holder | $4,589 | $4,512+1.7% | $5,608-18.2% | $4,645-1.2% |