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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 | $58,984 | $81,331-27.5% | $155,534-62.1% | $80,935-27.1% |
| Participation rate | 86.7% | 66.3%+20.4pp | 78.2%+8.4pp | 67.7%+19.0pp |
| Annual return | 14.70% | 33.37%-18.7pp | 64.92%-50.2pp | 35.66%-21.0pp |
| Employer contribution / active EE | $2,995 | $3,105-3.5% | $4,675-35.9% | $2,757+8.7% |
| Participant deferral / active EE | $7,105 | $3,454+105.7% | $5,630+26.2% | $4,299+65.3% |
| Admin fee / account holder | $1,465 | $7,999-81.7% | $15,900-90.8% | $6,924-78.8% |