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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 | $51,870 | $72,027-28.0% | $185,861-72.1% | $79,856-35.0% |
| Participation rate | 75.0% | 65.8%+9.2pp | 78.0%-3.0pp | 69.6%+5.4pp |
| Annual return | 19.12% | 23.13%-4.0pp | 35.96%-16.8pp | 31.71%-12.6pp |
| Employer contribution / active EE | $2,364 | $1,965+20.3% | $4,088-42.2% | $2,471-4.4% |
| Participant deferral / active EE | $4,473 | $3,780+18.4% | $5,634-20.6% | $3,741+19.6% |
| Admin fee / account holder | $7,098 | $4,513+57.3% | $9,503-25.3% | $5,306+33.8% |