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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 | $46,657 | $108,825-57.1% | $156,181-70.1% | $82,448-43.4% |
| Participation rate | 85.7% | 72.4%+13.3pp | 78.8%+6.9pp | 68.1%+17.6pp |
| Annual return | 14.98% | 20.59%-5.6pp | 64.87%-49.9pp | 41.64%-26.7pp |
| Employer contribution / active EE | $1,106 | $2,870-61.5% | $4,294-74.2% | $2,551-56.6% |
| Participant deferral / active EE | $4,496 | $4,577-1.8% | $6,132-26.7% | $4,139+8.6% |
| Admin fee / account holder | $5,895 | $9,341-36.9% | $14,586-59.6% | $7,234-18.5% |