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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 | $47,124 | $84,458-44.2% | $102,184-53.9% | $64,340-26.8% |
| Participation rate | 81.0% | 74.2%+6.8pp | 82.6%-1.6pp | 55.2%+25.8pp |
| Annual return | 15.97% | 45.73%-29.8pp | 31.58%-15.6pp | 24.14%-8.2pp |
| Employer contribution / active EE | $2,172 | $2,412-9.9% | $3,594-39.6% | $1,862+16.7% |
| Participant deferral / active EE | $5,319 | $6,208-14.3% | $8,309-36.0% | $2,980+78.5% |
| Admin fee / account holder | $3,236 | $2,926+10.6% | $11,609-72.1% | $3,703-12.6% |