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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 | $44,303 | $103,164-57.1% | $90,259-50.9% | $154,746-71.4% |
| Participation rate | 80.0% | 76.1%+3.9pp | 70.7%+9.3pp | 80.7%-0.7pp |
| Annual return | 15.99% | 19.25%-3.3pp | 18.88%-2.9pp | 172.34%-156.4pp |
| Employer contribution / active EE | $3,233 | $2,532+27.7% | $2,291+41.1% | $4,379-26.2% |
| Participant deferral / active EE | $6,736 | $4,422+52.4% | $3,827+76.0% | $6,730+0.1% |
| Admin fee / account holder | $2,030 | $8,593-76.4% | $7,267-72.1% | $14,365-85.9% |