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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 | $29,930 | $99,345-69.9% | $84,753-64.7% | $273,972-89.1% |
| Participation rate | 85.7% | 80.7%+5.0pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 21.72% | 22.93%-1.2pp | 22.78%-1.1pp | 41.46%-19.7pp |
| Employer contribution / active EE | $883 | $4,214-79.1% | $3,574-75.3% | $4,869-81.9% |
| Participant deferral / active EE | $2,318 | $4,270-45.7% | $3,712-37.5% | $5,287-56.2% |
| Admin fee / account holder | $2,189 | $6,645-67.1% | $5,333-58.9% | $10,133-78.4% |