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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 | $57,768 | $72,492-20.3% | $87,102-33.7% | $72,983-20.8% |
| Participation rate | 92.3% | 72.8%+19.5pp | 76.9%+15.4pp | 69.5%+22.8pp |
| Annual return | 25.73% | 24.46%+1.3pp | 28.19%-2.5pp | 81.01%-55.3pp |
| Employer contribution / active EE | $2,885 | $1,894+52.3% | $2,521+14.4% | $2,440+18.2% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,048-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,476 | $5,055-31.2% | $7,491-53.6% | $5,124-32.2% |