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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 | $93,692-44.8% | $116,538-55.6% | $86,983-40.5% |
| Participation rate | 82.9% | 79.6%+3.2pp | 82.6%+0.3pp | 69.5%+13.3pp |
| Annual return | 14.39% | 26.00%-11.6pp | 17.97%-3.6pp | 25.83%-11.4pp |
| Employer contribution / active EE | $2,882 | $3,831-24.8% | $4,541-36.5% | $2,584+11.5% |
| Participant deferral / active EE | $3,697 | $5,612-34.1% | $6,207-40.4% | $4,194-11.9% |
| Admin fee / account holder | $9,007 | $7,586+18.7% | $8,737+3.1% | $7,856+14.7% |