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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 | $32,787 | $106,749-69.3% | $145,433-77.5% | $82,448-60.2% |
| Participation rate | 88.9% | 75.6%+13.2pp | 82.1%+6.8pp | 68.1%+20.8pp |
| Annual return | 18.31% | 27.59%-9.3pp | 66.58%-48.3pp | 41.64%-23.3pp |
| Employer contribution / active EE | $4,302 | $3,444+24.9% | $4,554-5.5% | $2,551+68.6% |
| Participant deferral / active EE | $5,561 | $6,519-14.7% | $7,897-29.6% | $4,139+34.3% |
| Admin fee / account holder | $1,630 | $8,390-80.6% | $13,129-87.6% | $7,234-77.5% |