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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 | $106,864-63.9% | $147,318-73.8% | $82,637-53.3% |
| Participation rate | 91.5% | 75.5%+16.0pp | 82.1%+9.5pp | 68.1%+23.5pp |
| Annual return | 20.98% | 27.49%-6.5pp | 70.43%-49.5pp | 53.51%-32.5pp |
| Employer contribution / active EE | $2,585 | $3,417-24.3% | $4,593-43.7% | $2,552+1.3% |
| Participant deferral / active EE | $7,772 | $6,496+19.6% | $7,906-1.7% | $4,126+88.4% |
| Admin fee / account holder | $3,275 | $8,415-61.1% | $13,708-76.1% | $7,339-55.4% |