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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 | $99,875-54.3% | $146,866-68.9% | $86,983-47.5% |
| Participation rate | 86.0% | 75.8%+10.2pp | 82.5%+3.5pp | 69.5%+16.4pp |
| Annual return | 20.84% | 28.10%-7.3pp | 102.85%-82.0pp | 25.83%-5.0pp |
| Employer contribution / active EE | $2,771 | $3,224-14.1% | $4,425-37.4% | $2,584+7.2% |
| Participant deferral / active EE | $7,055 | $6,322+11.6% | $7,759-9.1% | $4,194+68.2% |
| Admin fee / account holder | $4,594 | $7,838-41.4% | $13,620-66.3% | $7,856-41.5% |