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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 | $53,200 | $109,359-51.4% | $162,185-67.2% | $72,976-27.1% |
| Participation rate | 83.1% | 84.3%-1.1pp | 87.6%-4.4pp | 69.5%+13.6pp |
| Annual return | 18.61% | 25.46%-6.8pp | 115.61%-97.0pp | 81.02%-62.4pp |
| Employer contribution / active EE | $4,279 | $3,907+9.5% | $5,613-23.8% | $2,440+75.4% |
| Participant deferral / active EE | $7,365 | $5,481+34.4% | $7,297+0.9% | $3,608+104.1% |
| Admin fee / account holder | $8,988 | $7,972+12.8% | $10,844-17.1% | $5,124+75.4% |