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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 | $49,194 | $98,760-50.2% | $149,715-67.1% | $79,858-38.4% |
| Participation rate | 79.5% | 75.8%+3.7pp | 82.5%-3.0pp | 69.6%+9.9pp |
| Annual return | 30.78% | 27.43%+3.4pp | 276.66%-245.9pp | 31.72%-0.9pp |
| Employer contribution / active EE | $3,148 | $3,217-2.1% | $4,645-32.2% | $2,471+27.4% |
| Participant deferral / active EE | $6,344 | $5,681+11.7% | $6,842-7.3% | $3,740+69.6% |
| Admin fee / account holder | $577 | $6,053-90.5% | $9,310-93.8% | $5,306-89.1% |