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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 | $51,150 | $106,864-52.1% | $147,318-65.3% | $82,637-38.1% |
| Participation rate | 77.4% | 75.5%+1.9pp | 82.1%-4.6pp | 68.1%+9.4pp |
| Annual return | 18.51% | 27.49%-9.0pp | 70.43%-51.9pp | 53.51%-35.0pp |
| Employer contribution / active EE | $3,655 | $3,417+7.0% | $4,593-20.4% | $2,552+43.2% |
| Participant deferral / active EE | $7,072 | $6,496+8.9% | $7,906-10.6% | $4,126+71.4% |
| Admin fee / account holder | $861 | $8,415-89.8% | $13,708-93.7% | $7,339-88.3% |