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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 | $57,460 | $106,864-46.2% | $147,318-61.0% | $82,637-30.5% |
| Participation rate | 95.8% | 75.5%+20.3pp | 82.1%+13.8pp | 68.1%+27.8pp |
| Annual return | 22.27% | 27.49%-5.2pp | 70.43%-48.2pp | 53.51%-31.2pp |
| Employer contribution / active EE | $3,109 | $3,417-9.0% | $4,593-32.3% | $2,552+21.8% |
| Participant deferral / active EE | $4,903 | $6,496-24.5% | $7,906-38.0% | $4,126+18.8% |
| Admin fee / account holder | $4,296 | $8,415-49.0% | $13,708-68.7% | $7,339-41.5% |