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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 | $46,752 | $72,272-35.3% | $101,264-53.8% | $79,858-41.5% |
| Participation rate | 85.3% | 68.5%+16.8pp | 75.8%+9.5pp | 69.6%+15.7pp |
| Annual return | 14.73% | 22.30%-7.6pp | 46.48%-31.7pp | 31.72%-17.0pp |
| Employer contribution / active EE | $2,434 | $2,692-9.6% | $3,660-33.5% | $2,471-1.5% |
| Participant deferral / active EE | $6,250 | $3,282+90.5% | $4,370+43.0% | $3,740+67.1% |
| Admin fee / account holder | $738 | $4,401-83.2% | $5,947-87.6% | $5,306-86.1% |