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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 | $43,880 | $123,793-64.6% | $177,848-75.3% | $79,856-45.1% |
| Participation rate | 86.3% | 84.7%+1.6pp | 87.7%-1.4pp | 69.6%+16.6pp |
| Annual return | 26.42% | 22.82%+3.6pp | 48.33%-21.9pp | 31.71%-5.3pp |
| Employer contribution / active EE | $1,555 | $4,095-62.0% | $5,919-73.7% | $2,471-37.1% |
| Participant deferral / active EE | $5,036 | $5,956-15.4% | $7,714-34.7% | $3,741+34.6% |
| Admin fee / account holder | $1,640 | $7,243-77.4% | $12,431-86.8% | $5,306-69.1% |