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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 | $45,931 | $58,493-21.5% | $84,021-45.3% | $72,975-37.1% |
| Participation rate | 90.9% | 61.2%+29.7pp | 69.0%+21.9pp | 69.5%+21.4pp |
| Annual return | 19.97% | 28.93%-9.0pp | 71.32%-51.3pp | 81.01%-61.0pp |
| Employer contribution / active EE | $2,877 | $1,163+147.3% | $1,984+45.0% | $2,440+17.9% |
| Participant deferral / active EE | $3,207 | $2,394+33.9% | $3,239-1.0% | $3,608-11.1% |
| Admin fee / account holder | $354 | $4,569-92.3% | $6,102-94.2% | $5,124-93.1% |