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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 | $38,603 | $106,749-63.8% | $145,433-73.5% | $82,448-53.2% |
| Participation rate | 91.5% | 75.6%+15.9pp | 82.1%+9.4pp | 68.1%+23.5pp |
| Annual return | 20.98% | 27.59%-6.6pp | 66.58%-45.6pp | 41.64%-20.7pp |
| Employer contribution / active EE | $2,585 | $3,444-24.9% | $4,554-43.2% | $2,551+1.4% |
| Participant deferral / active EE | $7,772 | $6,519+19.2% | $7,897-1.6% | $4,139+87.8% |
| Admin fee / account holder | $3,275 | $8,390-61.0% | $13,129-75.1% | $7,234-54.7% |