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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 | $49,840 | $72,492-31.2% | $87,104-42.8% | $72,975-31.7% |
| Participation rate | 97.3% | 72.8%+24.5pp | 76.9%+20.4pp | 69.5%+27.8pp |
| Annual return | 25.92% | 24.46%+1.5pp | 28.19%-2.3pp | 81.01%-55.1pp |
| Employer contribution / active EE | $1,585 | $1,894-16.3% | $2,521-37.2% | $2,440-35.1% |
| Participant deferral / active EE | $4,034 | $3,270+23.4% | $4,048-0.3% | $3,608+11.8% |
| Admin fee / account holder | $2,968 | $5,055-41.3% | $7,491-60.4% | $5,124-42.1% |