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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 | $50,531 | $67,602-25.3% | $82,312-38.6% | $70,126-27.9% |
| Participation rate | 83.1% | 72.8%+10.3pp | 76.9%+6.2pp | 69.5%+13.5pp |
| Annual return | 25.88% | 21.57%+4.3pp | 25.88%0pp | 73.15%-47.3pp |
| Employer contribution / active EE | $1,192 | $1,755-32.0% | $2,428-50.9% | $2,343-49.1% |
| Participant deferral / active EE | $3,889 | $2,987+30.2% | $3,706+4.9% | $3,332+16.7% |
| Admin fee / account holder | $409 | $4,512-90.9% | $5,608-92.7% | $4,645-91.2% |