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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 | $53,194 | $101,778-47.7% | $164,975-67.8% | $80,925-34.3% |
| Participation rate | 73.6% | 71.8%+1.8pp | 78.6%-5.0pp | 67.7%+6.0pp |
| Annual return | 19.01% | 16.73%+2.3pp | 70.12%-51.1pp | 35.65%-16.6pp |
| Employer contribution / active EE | $2,042 | $2,954-30.9% | $4,343-53.0% | $2,756-25.9% |
| Participant deferral / active EE | $8,497 | $4,477+89.8% | $6,033+40.8% | $4,299+97.7% |
| Admin fee / account holder | $1,892 | $8,221-77.0% | $12,688-85.1% | $6,940-72.7% |