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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 | $50,682 | $87,834-42.3% | $133,975-62.2% | $62,881-19.4% |
| Participation rate | 84.4% | 83.4%+1.1pp | 87.1%-2.6pp | 69.3%+15.1pp |
| Annual return | 9.28% | 12.05%-2.8pp | 29.29%-20.0pp | 20.14%-10.9pp |
| Employer contribution / active EE | $4,507 | $3,482+29.4% | $5,211-13.5% | $2,281+97.6% |
| Participant deferral / active EE | $9,698 | $4,812+101.6% | $6,282+54.4% | $3,203+202.8% |
| Admin fee / account holder | $2,693 | $5,372-49.9% | $9,324-71.1% | $4,296-37.3% |