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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 | $45,669 | $146,267-68.8% | $197,124-76.8% | $82,448-44.6% |
| Participation rate | 85.7% | 84.0%+1.7pp | 86.7%-1.0pp | 68.1%+17.6pp |
| Annual return | 23.24% | 29.61%-6.4pp | 44.34%-21.1pp | 41.64%-18.4pp |
| Employer contribution / active EE | $2,573 | $4,723-45.5% | $6,227-58.7% | $2,551+0.9% |
| Participant deferral / active EE | $7,073 | $7,035+0.5% | $9,135-22.6% | $4,139+70.9% |
| Admin fee / account holder | $2,051 | $14,422-85.8% | $16,298-87.4% | $7,234-71.6% |