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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 | $48,892 | $107,421-54.5% | $182,262-73.2% | $94,015-48.0% |
| Participation rate | 87.5% | 77.8%+9.7pp | 84.2%+3.3pp | 70.8%+16.7pp |
| Annual return | 18.86% | 21.32%-2.5pp | 140.60%-121.7pp | 17.84%+1.0pp |
| Employer contribution / active EE | $3,256 | $3,448-5.6% | $5,046-35.5% | $2,790+16.7% |
| Participant deferral / active EE | $6,497 | $6,558-0.9% | $8,276-21.5% | $4,249+52.9% |
| Admin fee / account holder | $3,759 | $8,692-56.7% | $16,712-77.5% | $8,951-58.0% |