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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 | $42,552 | $98,776-56.9% | $149,745-71.6% | $79,856-46.7% |
| Participation rate | 81.3% | 75.8%+5.5pp | 82.5%-1.2pp | 69.6%+11.6pp |
| Annual return | 17.96% | 27.38%-9.4pp | 276.72%-258.8pp | 31.71%-13.8pp |
| Employer contribution / active EE | $2,857 | $3,217-11.2% | $4,646-38.5% | $2,471+15.6% |
| Participant deferral / active EE | $5,274 | $5,681-7.2% | $6,843-22.9% | $3,741+41.0% |
| Admin fee / account holder | $919 | $6,053-84.8% | $9,312-90.1% | $5,306-82.7% |