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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 | $23,112 | $77,358-70.1% | $102,184-77.4% | $87,485-73.6% |
| Participation rate | 88.9% | 78.7%+10.2pp | 82.6%+6.3pp | 68.9%+20.0pp |
| Annual return | 27.10% | 41.11%-14.0pp | 31.58%-4.5pp | 26.06%+1.0pp |
| Employer contribution / active EE | $4,145 | $2,562+61.8% | $3,594+15.3% | $2,596+59.7% |
| Participant deferral / active EE | $6,503 | $6,753-3.7% | $8,309-21.7% | $4,274+52.2% |
| Admin fee / account holder | $1,231 | $6,809-81.9% | $11,609-89.4% | $7,775-84.2% |