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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 | $49,350 | $83,485-40.9% | $125,195-60.6% | $72,976-32.4% |
| Participation rate | 84.6% | 73.3%+11.3pp | 79.8%+4.8pp | 69.5%+15.1pp |
| Annual return | 19.60% | 25.77%-6.2pp | 43.79%-24.2pp | 81.02%-61.4pp |
| Employer contribution / active EE | $2,850 | $2,346+21.5% | $3,866-26.3% | $2,440+16.8% |
| Participant deferral / active EE | $5,225 | $3,586+45.7% | $4,937+5.8% | $3,608+44.8% |
| Admin fee / account holder | $10,361 | $5,518+87.8% | $9,704+6.8% | $5,124+102.2% |