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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 | $55,046 | $93,617-41.2% | $135,982-59.5% | $75,177-26.8% |
| Participation rate | 96.6% | 75.2%+21.4pp | 81.9%+14.6pp | 67.2%+29.3pp |
| Annual return | 18.54% | 30.89%-12.3pp | 68.32%-49.8pp | 160.75%-142.2pp |
| Employer contribution / active EE | $4,398 | $3,538+24.3% | $4,859-9.5% | $2,671+64.7% |
| Participant deferral / active EE | $7,894 | $6,406+23.2% | $7,760+1.7% | $4,126+91.3% |
| Admin fee / account holder | $2,526 | $6,980-63.8% | $10,767-76.5% | $5,651-55.3% |