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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 | $38,858 | $109,782-64.6% | $260,467-85.1% | $94,015-58.7% |
| Participation rate | 70.6% | 67.2%+3.4pp | 80.5%-9.9pp | 70.8%-0.2pp |
| Annual return | 15.13% | 18.60%-3.5pp | 100.60%-85.5pp | 17.84%-2.7pp |
| Employer contribution / active EE | $2,685 | $2,147+25.1% | $4,239-36.7% | $2,790-3.8% |
| Participant deferral / active EE | $4,294 | $4,044+6.2% | $6,319-32.1% | $4,249+1.0% |
| Admin fee / account holder | $4,558 | $11,958-61.9% | $15,461-70.5% | $8,951-49.1% |