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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 | $77,523-41.3% | $100,383-54.7% | $80,874-43.7% |
| Participation rate | 84.4% | 77.0%+7.4pp | 81.5%+2.9pp | 67.6%+16.7pp |
| Annual return | 17.96% | 37.21%-19.2pp | 49.26%-31.3pp | 35.62%-17.7pp |
| Employer contribution / active EE | $3,128 | $2,801+11.6% | $3,944-20.7% | $2,756+13.5% |
| Participant deferral / active EE | $8,756 | $6,822+28.4% | $8,086+8.3% | $4,297+103.8% |
| Admin fee / account holder | $727 | $5,899-87.7% | $7,900-90.8% | $6,935-89.5% |