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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 | $45,632 | $107,421-57.5% | $182,262-75.0% | $94,015-51.5% |
| Participation rate | 86.0% | 77.8%+8.2pp | 84.2%+1.7pp | 70.8%+15.1pp |
| Annual return | 20.84% | 21.32%-0.5pp | 140.60%-119.8pp | 17.84%+3.0pp |
| Employer contribution / active EE | $2,771 | $3,448-19.6% | $5,046-45.1% | $2,790-0.7% |
| Participant deferral / active EE | $7,055 | $6,558+7.6% | $8,276-14.8% | $4,249+66.0% |
| Admin fee / account holder | $4,594 | $8,692-47.1% | $16,712-72.5% | $8,951-48.7% |