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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 | $42,932 | $70,486-39.1% | $100,535-57.3% | $79,856-46.2% |
| Participation rate | 78.9% | 73.6%+5.3pp | 79.4%-0.5pp | 69.6%+9.3pp |
| Annual return | 27.82% | 21.90%+5.9pp | 30.90%-3.1pp | 31.71%-3.9pp |
| Employer contribution / active EE | $4,486 | $2,165+107.2% | $3,419+31.2% | $2,471+81.5% |
| Participant deferral / active EE | $4,989 | $5,182-3.7% | $6,271-20.4% | $3,741+33.4% |
| Admin fee / account holder | $833 | $4,480-81.4% | $8,085-89.7% | $5,306-84.3% |