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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 | $106,864-48.2% | $147,318-62.4% | $82,637-33.0% |
| Participation rate | 76.9% | 75.5%+1.4pp | 82.1%-5.1pp | 68.1%+8.9pp |
| Annual return | 19.53% | 27.49%-8.0pp | 70.43%-50.9pp | 53.51%-34.0pp |
| Employer contribution / active EE | $1,823 | $3,417-46.6% | $4,593-60.3% | $2,552-28.6% |
| Participant deferral / active EE | $10,836 | $6,496+66.8% | $7,906+37.0% | $4,126+162.6% |
| Admin fee / account holder | $9,818 | $8,415+16.7% | $13,708-28.4% | $7,339+33.8% |