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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 | $55,393 | $106,749-48.1% | $145,433-61.9% | $82,448-32.8% |
| Participation rate | 76.9% | 75.6%+1.3pp | 82.1%-5.2pp | 68.1%+8.9pp |
| Annual return | 19.53% | 27.59%-8.1pp | 66.58%-47.1pp | 41.64%-22.1pp |
| Employer contribution / active EE | $1,823 | $3,444-47.1% | $4,554-60.0% | $2,551-28.5% |
| Participant deferral / active EE | $10,836 | $6,519+66.2% | $7,897+37.2% | $4,139+161.8% |
| Admin fee / account holder | $9,818 | $8,390+17.0% | $13,129-25.2% | $7,234+35.7% |