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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 | $46,593 | $77,677-40.0% | $109,173-57.3% | $79,391-41.3% |
| Participation rate | 89.1% | 67.8%+21.3pp | 75.9%+13.2pp | 70.7%+18.4pp |
| Annual return | 16.26% | 23.44%-7.2pp | 25.75%-9.5pp | 116.88%-100.6pp |
| Employer contribution / active EE | $2,723 | $2,798-2.7% | $3,723-26.9% | $2,428+12.1% |
| Participant deferral / active EE | $7,187 | $3,517+104.3% | $4,654+54.4% | $4,046+77.6% |
| Admin fee / account holder | $3,852 | $732+425.8% | $6,755-43.0% | $627+514.8% |