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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 | $46,741 | $106,864-56.3% | $147,318-68.3% | $82,637-43.4% |
| Participation rate | 78.0% | 75.5%+2.5pp | 82.1%-4.1pp | 68.1%+9.9pp |
| Annual return | 22.26% | 27.49%-5.2pp | 70.43%-48.2pp | 53.51%-31.2pp |
| Employer contribution / active EE | $3,659 | $3,417+7.1% | $4,593-20.3% | $2,552+43.4% |
| Participant deferral / active EE | $8,999 | $6,496+38.5% | $7,906+13.8% | $4,126+118.1% |
| Admin fee / account holder | $654 | $8,415-92.2% | $13,708-95.2% | $7,339-91.1% |