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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 | $43,483 | $71,353-39.1% | $92,805-53.1% | $86,983-50.0% |
| Participation rate | 92.5% | 80.9%+11.6pp | 83.5%+9.0pp | 69.5%+23.0pp |
| Annual return | 24.57% | 44.68%-20.1pp | 31.59%-7.0pp | 25.83%-1.3pp |
| Employer contribution / active EE | $3,260 | $2,468+32.1% | $3,424-4.8% | $2,584+26.1% |
| Participant deferral / active EE | $7,382 | $6,966+6.0% | $8,448-12.6% | $4,194+76.0% |
| Admin fee / account holder | $1,767 | $6,099-71.0% | $10,911-83.8% | $7,856-77.5% |