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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 | $46,502 | $93,598-50.3% | $135,974-65.8% | $75,173-38.1% |
| Participation rate | 81.5% | 75.2%+6.3pp | 81.9%-0.4pp | 67.2%+14.3pp |
| Annual return | 27.10% | 30.89%-3.8pp | 68.30%-41.2pp | 160.72%-133.6pp |
| Employer contribution / active EE | $3,289 | $3,538-7.0% | $4,859-32.3% | $2,671+23.1% |
| Participant deferral / active EE | $8,032 | $6,405+25.4% | $7,760+3.5% | $4,126+94.6% |
| Admin fee / account holder | $2,184 | $6,978-68.7% | $10,767-79.7% | $5,651-61.3% |