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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 | $45,502 | $77,492-41.3% | $100,398-54.7% | $80,911-43.8% |
| Participation rate | 84.4% | 76.9%+7.4pp | 81.5%+2.9pp | 67.6%+16.7pp |
| Annual return | 17.96% | 37.23%-19.3pp | 49.32%-31.4pp | 35.63%-17.7pp |
| Employer contribution / active EE | $3,128 | $2,800+11.7% | $3,946-20.7% | $2,756+13.5% |
| Participant deferral / active EE | $8,756 | $6,817+28.4% | $8,084+8.3% | $4,297+103.8% |
| Admin fee / account holder | $727 | $5,892-87.7% | $7,893-90.8% | $6,935-89.5% |