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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 | $27,087 | $76,371-64.5% | $93,621-71.1% | $72,976-62.9% |
| Participation rate | 82.9% | 71.8%+11.2pp | 75.8%+7.1pp | 69.5%+13.4pp |
| Annual return | 34.77% | 25.82%+8.9pp | 32.76%+2.0pp | 81.02%-46.2pp |
| Employer contribution / active EE | $2,391 | $2,276+5.1% | $2,719-12.1% | $2,440-2.0% |
| Participant deferral / active EE | $4,849 | $3,538+37.0% | $4,070+19.2% | $3,608+34.4% |
| Admin fee / account holder | $319 | $6,839-95.3% | $7,890-96.0% | $5,124-93.8% |