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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 | $55,609 | $78,520-29.2% | $96,576-42.4% | $82,448-32.6% |
| Participation rate | 89.6% | 77.7%+11.8pp | 81.4%+8.1pp | 68.1%+21.5pp |
| Annual return | 20.82% | 41.30%-20.5pp | 38.47%-17.6pp | 41.64%-20.8pp |
| Employer contribution / active EE | $1,095 | $2,630-58.4% | $3,553-69.2% | $2,551-57.1% |
| Participant deferral / active EE | $8,702 | $6,754+28.8% | $7,956+9.4% | $4,139+110.2% |
| Admin fee / account holder | $1,975 | $13,455-85.3% | $11,381-82.7% | $7,234-72.7% |