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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 | $40,728 | $93,598-56.5% | $135,974-70.0% | $75,173-45.8% |
| Participation rate | 96.8% | 75.2%+21.6pp | 81.9%+14.9pp | 67.2%+29.6pp |
| Annual return | 16.59% | 30.89%-14.3pp | 68.30%-51.7pp | 160.72%-144.1pp |
| Employer contribution / active EE | $2,808 | $3,538-20.6% | $4,859-42.2% | $2,671+5.1% |
| Participant deferral / active EE | $5,477 | $6,405-14.5% | $7,760-29.4% | $4,126+32.7% |
| Admin fee / account holder | $11,431 | $6,978+63.8% | $10,767+6.2% | $5,651+102.3% |