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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 | $57,242 | $43,075+32.9% | $74,577-23.2% | $62,881-9.0% |
| Participation rate | 88.9% | 58.1%+30.8pp | 68.1%+20.8pp | 69.3%+19.6pp |
| Annual return | 7.75% | 17.50%-9.8pp | 20.47%-12.7pp | 20.14%-12.4pp |
| Employer contribution / active EE | $2,184 | $1,498+45.8% | $2,525-13.5% | $2,281-4.2% |
| Participant deferral / active EE | $3,894 | $2,389+63.0% | $3,458+12.6% | $3,203+21.6% |
| Admin fee / account holder | $917 | $2,840-67.7% | $4,138-77.8% | $4,296-78.7% |