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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 | $59,943 | $58,512+2.4% | $84,020-28.7% | $72,983-17.9% |
| Participation rate | 83.3% | 61.2%+22.1pp | 69.0%+14.3pp | 69.5%+13.8pp |
| Annual return | 26.21% | 28.93%-2.7pp | 71.31%-45.1pp | 81.01%-54.8pp |
| Employer contribution / active EE | $2,092 | $1,163+79.9% | $1,984+5.5% | $2,440-14.3% |
| Participant deferral / active EE | $4,088 | $2,394+70.8% | $3,239+26.2% | $3,608+13.3% |
| Admin fee / account holder | $687 | $4,569-85.0% | $6,101-88.7% | $5,124-86.6% |