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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 | $37,877 | $93,692-59.6% | $116,538-67.5% | $86,983-56.5% |
| Participation rate | 90.2% | 79.6%+10.6pp | 82.6%+7.7pp | 69.5%+20.7pp |
| Annual return | 29.87% | 26.00%+3.9pp | 17.97%+11.9pp | 25.83%+4.0pp |
| Employer contribution / active EE | $3,772 | $3,831-1.5% | $4,541-16.9% | $2,584+45.9% |
| Participant deferral / active EE | $6,872 | $5,612+22.4% | $6,207+10.7% | $4,194+63.9% |
| Admin fee / account holder | $1,970 | $7,586-74.0% | $8,737-77.5% | $7,856-74.9% |