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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 | $35,858 | $107,421-66.6% | $182,262-80.3% | $94,015-61.9% |
| Participation rate | 92.1% | 77.8%+14.3pp | 84.2%+7.8pp | 70.8%+21.2pp |
| Annual return | 28.92% | 21.32%+7.6pp | 140.60%-111.7pp | 17.84%+11.1pp |
| Employer contribution / active EE | $3,157 | $3,448-8.4% | $5,046-37.4% | $2,790+13.2% |
| Participant deferral / active EE | $6,351 | $6,558-3.2% | $8,276-23.3% | $4,249+49.5% |
| Admin fee / account holder | $4,950 | $8,692-43.1% | $16,712-70.4% | $8,951-44.7% |