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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 | $47,559 | $106,864-55.5% | $147,318-67.7% | $82,637-42.4% |
| Participation rate | 88.4% | 75.5%+12.9pp | 82.1%+6.3pp | 68.1%+20.3pp |
| Annual return | 20.44% | 27.49%-7.1pp | 70.43%-50.0pp | 53.51%-33.1pp |
| Employer contribution / active EE | $2,038 | $3,417-40.3% | $4,593-55.6% | $2,552-20.1% |
| Participant deferral / active EE | $8,544 | $6,496+31.5% | $7,906+8.1% | $4,126+107.1% |
| Admin fee / account holder | $934 | $8,415-88.9% | $13,708-93.2% | $7,339-87.3% |