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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 | $56,629 | $123,793-54.3% | $177,848-68.2% | $79,856-29.1% |
| Participation rate | 85.4% | 84.7%+0.7pp | 87.7%-2.4pp | 69.6%+15.7pp |
| Annual return | 21.89% | 22.82%-0.9pp | 48.33%-26.4pp | 31.71%-9.8pp |
| Employer contribution / active EE | $2,529 | $4,095-38.3% | $5,919-57.3% | $2,471+2.3% |
| Participant deferral / active EE | $4,170 | $5,956-30.0% | $7,714-45.9% | $3,741+11.5% |
| Admin fee / account holder | $846 | $7,243-88.3% | $12,431-93.2% | $5,306-84.1% |