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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 | $44,982 | $77,358-41.9% | $102,184-56.0% | $87,485-48.6% |
| Participation rate | 78.4% | 78.7%-0.3pp | 82.6%-4.2pp | 68.9%+9.4pp |
| Annual return | 26.13% | 41.11%-15.0pp | 31.58%-5.4pp | 26.06%+0.1pp |
| Employer contribution / active EE | $2,945 | $2,562+15.0% | $3,594-18.1% | $2,596+13.4% |
| Participant deferral / active EE | $6,049 | $6,753-10.4% | $8,309-27.2% | $4,274+41.5% |
| Admin fee / account holder | $2,227 | $6,809-67.3% | $11,609-80.8% | $7,775-71.4% |