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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 | $57,222 | $54,541+4.9% | $78,778-27.4% | $70,126-18.4% |
| Participation rate | 96.8% | 60.8%+36.0pp | 69.2%+27.6pp | 69.5%+27.2pp |
| Annual return | 13.18% | 21.07%-7.9pp | 35.62%-22.4pp | 73.15%-60.0pp |
| Employer contribution / active EE | $1,341 | $1,089+23.2% | $1,986-32.5% | $2,343-42.8% |
| Participant deferral / active EE | $3,369 | $2,210+52.4% | $2,958+13.9% | $3,332+1.1% |
| Admin fee / account holder | $431 | $3,709-88.4% | $5,134-91.6% | $4,645-90.7% |