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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 | $47,571 | $77,574-38.7% | $108,753-56.3% | $86,983-45.3% |
| Participation rate | 75.6% | 62.3%+13.3pp | 71.1%+4.5pp | 69.5%+6.0pp |
| Annual return | 16.40% | 18.42%-2.0pp | 37.47%-21.1pp | 25.83%-9.4pp |
| Employer contribution / active EE | $3,103 | $1,611+92.7% | $2,427+27.9% | $2,584+20.1% |
| Participant deferral / active EE | $4,550 | $3,128+45.4% | $4,115+10.6% | $4,194+8.5% |
| Admin fee / account holder | $820 | $6,529-87.4% | $10,320-92.1% | $7,856-89.6% |