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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 | $99,875-53.2% | $146,866-68.2% | $86,983-46.3% |
| Participation rate | 78.0% | 75.8%+2.2pp | 82.5%-4.5pp | 69.5%+8.5pp |
| Annual return | 22.26% | 28.10%-5.8pp | 102.85%-80.6pp | 25.83%-3.6pp |
| Employer contribution / active EE | $3,659 | $3,224+13.5% | $4,425-17.3% | $2,584+41.6% |
| Participant deferral / active EE | $8,999 | $6,322+42.3% | $7,759+16.0% | $4,194+114.6% |
| Admin fee / account holder | $654 | $7,838-91.7% | $13,620-95.2% | $7,856-91.7% |