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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 | $42,256 | $93,589-54.8% | $135,942-68.9% | $75,181-43.8% |
| Participation rate | 79.6% | 75.2%+4.4pp | 81.9%-2.3pp | 67.2%+12.4pp |
| Annual return | 20.77% | 30.90%-10.1pp | 68.28%-47.5pp | 160.69%-139.9pp |
| Employer contribution / active EE | $4,385 | $3,537+24.0% | $4,858-9.7% | $2,671+64.2% |
| Participant deferral / active EE | $6,904 | $6,405+7.8% | $7,759-11.0% | $4,126+67.3% |
| Admin fee / account holder | $1,243 | $6,977-82.2% | $10,764-88.5% | $5,650-78.0% |