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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 | $45,892 | $72,273-36.5% | $101,275-54.7% | $79,856-42.5% |
| Participation rate | 86.5% | 68.5%+18.0pp | 75.8%+10.7pp | 69.6%+16.8pp |
| Annual return | 38.71% | 22.30%+16.4pp | 46.48%-7.8pp | 31.71%+7.0pp |
| Employer contribution / active EE | $2,844 | $2,691+5.7% | $3,660-22.3% | $2,471+15.1% |
| Participant deferral / active EE | $8,315 | $3,282+153.4% | $4,371+90.3% | $3,741+122.3% |
| Admin fee / account holder | $1,478 | $4,401-66.4% | $5,948-75.1% | $5,306-72.1% |