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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 | $35,852 | $67,606-47.0% | $82,313-56.4% | $70,124-48.9% |
| Participation rate | 83.3% | 72.8%+10.6pp | 76.9%+6.4pp | 69.5%+13.8pp |
| Annual return | 19.64% | 21.57%-1.9pp | 25.88%-6.2pp | 73.14%-53.5pp |
| Employer contribution / active EE | $2,352 | $1,755+34.0% | $2,428-3.1% | $2,342+0.4% |
| Participant deferral / active EE | $5,801 | $2,987+94.2% | $3,706+56.5% | $3,332+74.1% |
| Admin fee / account holder | $939 | $4,512-79.2% | $5,608-83.3% | $4,645-79.8% |