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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 | $47,520 | $106,524-55.4% | $152,301-68.8% | $87,485-45.7% |
| Participation rate | 78.0% | 75.8%+2.2pp | 82.4%-4.5pp | 68.9%+9.0pp |
| Annual return | 24.01% | 26.89%-2.9pp | 80.50%-56.5pp | 26.06%-2.1pp |
| Employer contribution / active EE | $3,925 | $3,371+16.4% | $4,624-15.1% | $2,596+51.2% |
| Participant deferral / active EE | $7,892 | $6,525+21.0% | $8,004-1.4% | $4,274+84.7% |
| Admin fee / account holder | $21,129 | $8,287+155.0% | $14,398+46.8% | $7,775+171.8% |