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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 | $47,101 | $72,492-35.0% | $87,104-45.9% | $72,975-35.5% |
| Participation rate | 91.2% | 72.8%+18.4pp | 76.9%+14.3pp | 69.5%+21.7pp |
| Annual return | 19.97% | 24.46%-4.5pp | 28.19%-8.2pp | 81.01%-61.0pp |
| Employer contribution / active EE | $2,352 | $1,894+24.2% | $2,521-6.7% | $2,440-3.6% |
| Participant deferral / active EE | $5,649 | $3,270+72.8% | $4,048+39.5% | $3,608+56.6% |
| Admin fee / account holder | $14,118 | $5,055+179.3% | $7,491+88.5% | $5,124+175.5% |