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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 | $44,189 | $63,365-30.3% | $91,994-52.0% | $72,976-39.4% |
| Participation rate | 87.8% | 72.5%+15.3pp | 78.6%+9.2pp | 69.5%+18.3pp |
| Annual return | 27.67% | 35.35%-7.7pp | 69.04%-41.4pp | 81.02%-53.3pp |
| Employer contribution / active EE | $2,133 | $2,116+0.8% | $3,453-38.2% | $2,440-12.6% |
| Participant deferral / active EE | $9,241 | $4,883+89.2% | $5,924+56.0% | $3,608+156.2% |
| Admin fee / account holder | $1,489 | $4,670-68.1% | $7,744-80.8% | $5,124-70.9% |