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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 | $56,186 | $108,825-48.4% | $156,181-64.0% | $82,448-31.9% |
| Participation rate | 93.9% | 72.4%+21.6pp | 78.8%+15.1pp | 68.1%+25.9pp |
| Annual return | 17.92% | 20.59%-2.7pp | 64.87%-47.0pp | 41.64%-23.7pp |
| Employer contribution / active EE | $2,734 | $2,870-4.7% | $4,294-36.3% | $2,551+7.2% |
| Participant deferral / active EE | $7,451 | $4,577+62.8% | $6,132+21.5% | $4,139+80.0% |
| Admin fee / account holder | $3,665 | $9,341-60.8% | $14,586-74.9% | $7,234-49.3% |