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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 | $78,520-42.7% | $96,576-53.4% | $82,448-45.4% |
| Participation rate | 78.4% | 77.7%+0.6pp | 81.4%-3.1pp | 68.1%+10.3pp |
| Annual return | 26.13% | 41.30%-15.2pp | 38.47%-12.3pp | 41.64%-15.5pp |
| Employer contribution / active EE | $2,945 | $2,630+12.0% | $3,553-17.1% | $2,551+15.4% |
| Participant deferral / active EE | $6,049 | $6,754-10.4% | $7,956-24.0% | $4,139+46.1% |
| Admin fee / account holder | $2,227 | $13,455-83.4% | $11,381-80.4% | $7,234-69.2% |