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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 | $51,921 | $106,749-51.4% | $145,433-64.3% | $82,448-37.0% |
| Participation rate | 95.0% | 75.6%+19.4pp | 82.1%+12.9pp | 68.1%+26.9pp |
| Annual return | 17.72% | 27.59%-9.9pp | 66.58%-48.9pp | 41.64%-23.9pp |
| Employer contribution / active EE | $3,070 | $3,444-10.9% | $4,554-32.6% | $2,551+20.4% |
| Participant deferral / active EE | $7,673 | $6,519+17.7% | $7,897-2.8% | $4,139+85.4% |
| Admin fee / account holder | $2,236 | $8,390-73.4% | $13,129-83.0% | $7,234-69.1% |