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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 | $52,046 | $72,486-28.2% | $87,103-40.2% | $72,976-28.7% |
| Participation rate | 92.6% | 72.8%+19.8pp | 76.9%+15.7pp | 69.5%+23.1pp |
| Annual return | 26.04% | 24.46%+1.6pp | 28.19%-2.2pp | 81.02%-55.0pp |
| Employer contribution / active EE | $2,519 | $1,894+33.0% | $2,521-0.1% | $2,440+3.2% |
| Participant deferral / active EE | $4,914 | $3,270+50.3% | $4,049+21.4% | $3,608+36.2% |
| Admin fee / account holder | $3,400 | $5,055-32.7% | $7,491-54.6% | $5,124-33.6% |