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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 | $47,391 | $78,690-39.8% | $161,489-70.7% | $87,485-45.8% |
| Participation rate | 88.1% | 67.5%+20.6pp | 78.7%+9.4pp | 68.9%+19.1pp |
| Annual return | 28.46% | 32.74%-4.3pp | 89.72%-61.3pp | 26.06%+2.4pp |
| Employer contribution / active EE | $2,886 | $2,588+11.5% | $4,268-32.4% | $2,596+11.2% |
| Participant deferral / active EE | $6,398 | $3,311+93.2% | $5,630+13.6% | $4,274+49.7% |
| Admin fee / account holder | $5,139 | $6,724-23.6% | $16,006-67.9% | $7,775-33.9% |