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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 | $49,836 | $123,793-59.7% | $177,827-72.0% | $79,858-37.6% |
| Participation rate | 90.9% | 84.7%+6.3pp | 87.7%+3.2pp | 69.6%+21.3pp |
| Annual return | 20.29% | 22.82%-2.5pp | 48.32%-28.0pp | 31.72%-11.4pp |
| Employer contribution / active EE | $2,767 | $4,095-32.4% | $5,918-53.2% | $2,471+12.0% |
| Participant deferral / active EE | $10,355 | $5,956+73.8% | $7,713+34.2% | $3,740+176.8% |
| Admin fee / account holder | $2,413 | $7,243-66.7% | $12,429-80.6% | $5,306-54.5% |