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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 | $72,027-62.5% | $185,861-85.5% | $79,856-66.1% |
| Participation rate | 83.3% | 65.8%+17.6pp | 78.0%+5.3pp | 69.6%+13.7pp |
| Annual return | 33.42% | 23.13%+10.3pp | 35.96%-2.5pp | 31.71%+1.7pp |
| Employer contribution / active EE | $2,608 | $1,965+32.7% | $4,088-36.2% | $2,471+5.6% |
| Participant deferral / active EE | $5,322 | $3,780+40.8% | $5,634-5.5% | $3,741+42.3% |
| Admin fee / account holder | $1,145 | $4,513-74.6% | $9,503-88.0% | $5,306-78.4% |