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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 | $41,741 | $106,524-60.8% | $152,301-72.6% | $87,485-52.3% |
| Participation rate | 95.1% | 75.8%+19.4pp | 82.4%+12.7pp | 68.9%+26.2pp |
| Annual return | 16.61% | 26.89%-10.3pp | 80.50%-63.9pp | 26.06%-9.4pp |
| Employer contribution / active EE | $5,661 | $3,371+67.9% | $4,624+22.4% | $2,596+118.0% |
| Participant deferral / active EE | $6,242 | $6,525-4.3% | $8,004-22.0% | $4,274+46.1% |
| Admin fee / account holder | $4,745 | $8,287-42.7% | $14,398-67.0% | $7,775-39.0% |