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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 | $52,282 | $103,392-49.4% | $87,104-40.0% | $152,897-65.8% |
| Participation rate | 86.7% | 79.4%+7.3pp | 76.9%+9.8pp | 82.5%+4.2pp |
| Annual return | 25.78% | 28.10%-2.3pp | 28.19%-2.4pp | 345.43%-319.6pp |
| Employer contribution / active EE | $2,229 | $3,221-30.8% | $2,521-11.6% | $4,764-53.2% |
| Participant deferral / active EE | $5,534 | $4,778+15.8% | $4,048+36.7% | $5,851-5.4% |
| Admin fee / account holder | $539 | $12,194-95.6% | $7,491-92.8% | $11,599-95.4% |