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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 | $38,353 | $56,918-32.6% | $182,558-79.0% | $65,186-41.2% |
| Participation rate | 86.1% | 66.5%+19.6pp | 78.0%+8.1pp | 70.2%+15.9pp |
| Annual return | 26.48% | 27.67%-1.2pp | 148.59%-122.1pp | 29.39%-2.9pp |
| Employer contribution / active EE | $2,126 | $1,615+31.7% | $4,076-47.8% | $2,177-2.3% |
| Participant deferral / active EE | $4,409 | $3,526+25.0% | $5,526-20.2% | $3,514+25.5% |
| Admin fee / account holder | $624 | $531+17.4% | $8,594-92.7% | $847-26.4% |