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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 | $25,217 | $56,894-55.7% | $84,753-70.2% | $62,881-59.9% |
| Participation rate | 71.0% | 68.5%+2.4pp | 76.6%-5.6pp | 69.3%+1.7pp |
| Annual return | 43.00% | 6.30%+36.7pp | 22.78%+20.2pp | 20.14%+22.9pp |
| Employer contribution / active EE | $2,668 | $2,400+11.2% | $3,574-25.4% | $2,281+17.0% |
| Participant deferral / active EE | $5,890 | $2,709+117.4% | $3,712+58.7% | $3,203+83.9% |
| Admin fee / account holder | $597 | $3,581-83.3% | $5,333-88.8% | $4,296-86.1% |