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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 | $40,833 | $99,875-59.1% | $146,866-72.2% | $86,983-53.1% |
| Participation rate | 91.9% | 75.8%+16.1pp | 82.5%+9.4pp | 69.5%+22.4pp |
| Annual return | 20.16% | 28.10%-7.9pp | 102.85%-82.7pp | 25.83%-5.7pp |
| Employer contribution / active EE | $2,807 | $3,224-12.9% | $4,425-36.6% | $2,584+8.6% |
| Participant deferral / active EE | $6,924 | $6,322+9.5% | $7,759-10.8% | $4,194+65.1% |
| Admin fee / account holder | $2,681 | $7,838-65.8% | $13,620-80.3% | $7,856-65.9% |