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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 | $51,749 | $96,233-46.2% | $137,474-62.4% | $94,015-45.0% |
| Participation rate | 82.9% | 78.3%+4.5pp | 83.5%-0.7pp | 70.8%+12.0pp |
| Annual return | 14.39% | 16.05%-1.7pp | 11.53%+2.9pp | 17.84%-3.5pp |
| Employer contribution / active EE | $2,882 | $3,713-22.4% | $5,048-42.9% | $2,790+3.3% |
| Participant deferral / active EE | $3,697 | $5,018-26.3% | $6,155-39.9% | $4,249-13.0% |
| Admin fee / account holder | $9,007 | $7,029+28.1% | $10,602-15.0% | $8,951+0.6% |