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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 | $49,149 | $48,078+2.2% | $78,676-37.5% | $62,881-21.8% |
| Participation rate | 90.6% | 65.2%+25.4pp | 73.6%+17.1pp | 69.3%+21.3pp |
| Annual return | 7.38% | 31.36%-24.0pp | 62.19%-54.8pp | 20.14%-12.8pp |
| Employer contribution / active EE | $2,202 | $2,015+9.3% | $2,850-22.7% | $2,281-3.4% |
| Participant deferral / active EE | $3,257 | $2,587+25.9% | $3,517-7.4% | $3,203+1.7% |
| Admin fee / account holder | $572 | $3,206-82.2% | $4,510-87.3% | $4,296-86.7% |