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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 | $42,394 | $98,766-57.1% | $149,730-71.7% | $79,852-46.9% |
| Participation rate | 82.2% | 75.8%+6.4pp | 82.5%-0.3pp | 69.6%+12.6pp |
| Annual return | 19.01% | 27.43%-8.4pp | 276.70%-257.7pp | 31.72%-12.7pp |
| Employer contribution / active EE | $4,149 | $3,217+29.0% | $4,645-10.7% | $2,471+67.9% |
| Participant deferral / active EE | $5,953 | $5,681+4.8% | $6,843-13.0% | $3,740+59.1% |
| Admin fee / account holder | $4,907 | $6,052-18.9% | $9,310-47.3% | $5,306-7.5% |