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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 | $89,379 | $45,438+96.7% | $80,004+11.7% | $59,633+49.9% |
| Participation rate | 73.0% | 63.7%+9.2pp | 73.0%0pp | 68.7%+4.3pp |
| Annual return | 1.40% | 5.10%-3.7pp | 7.63%-6.2pp | 2041.40%-2040.0pp |
| Employer contribution / active EE | $1,117 | $1,236-9.6% | $2,473-54.8% | $2,203-49.3% |
| Participant deferral / active EE | $4,137 | $2,231+85.5% | $3,204+29.1% | $3,192+29.6% |
| Admin fee / account holder | $469 | $3,464-86.5% | $5,033-90.7% | $4,297-89.1% |