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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 | $27,032 | $72,012-62.5% | $185,808-85.5% | $79,860-66.2% |
| Participation rate | 83.3% | 65.8%+17.6pp | 78.0%+5.3pp | 69.6%+13.7pp |
| Annual return | 33.42% | 23.12%+10.3pp | 35.95%-2.5pp | 31.72%+1.7pp |
| Employer contribution / active EE | $2,608 | $1,965+32.8% | $4,086-36.2% | $2,471+5.6% |
| Participant deferral / active EE | $5,322 | $3,779+40.8% | $5,632-5.5% | $3,740+42.3% |
| Admin fee / account holder | $1,145 | $4,513-74.6% | $9,501-87.9% | $5,306-78.4% |