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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 | $42,566 | $62,672-32.1% | $185,117-77.0% | $70,126-39.3% |
| Participation rate | 86.5% | 63.8%+22.7pp | 77.3%+9.2pp | 69.5%+16.9pp |
| Annual return | 26.44% | 40.79%-14.3pp | 40.50%-14.1pp | 73.15%-46.7pp |
| Employer contribution / active EE | $2,314 | $1,753+32.0% | $4,182-44.7% | $2,343-1.2% |
| Participant deferral / active EE | $3,773 | $3,272+15.3% | $5,045-25.2% | $3,332+13.2% |
| Admin fee / account holder | $5,225 | $3,932+32.9% | $8,159-36.0% | $4,645+12.5% |