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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 | $34,686 | $76,551-54.7% | $123,894-72.0% | $62,881-44.8% |
| Participation rate | 87.2% | 73.0%+14.2pp | 81.4%+5.8pp | 69.3%+17.9pp |
| Annual return | 14.67% | 18.68%-4.0pp | 47.52%-32.8pp | 20.14%-5.5pp |
| Employer contribution / active EE | $3,835 | $2,882+33.0% | $4,617-16.9% | $2,281+68.1% |
| Participant deferral / active EE | $8,588 | $4,840+77.5% | $5,984+43.5% | $3,203+168.1% |
| Admin fee / account holder | $639 | $4,826-86.8% | $8,357-92.4% | $4,296-85.1% |