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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 | $48,408 | $106,280-54.5% | $96,538-49.9% | $139,487-65.3% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 33.77% | 38.48%-4.7pp | 35.74%-2.0pp | 373.84%-340.1pp |
| Employer contribution / active EE | $3,539 | $4,107-13.8% | $3,740-5.4% | $4,755-25.6% |
| Participant deferral / active EE | $8,111 | $5,457+48.6% | $4,880+66.2% | $6,713+20.8% |
| Admin fee / account holder | $3,651 | $7,888-53.7% | $6,737-45.8% | $11,407-68.0% |