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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 | $45,560 | $138,366-67.1% | $184,185-75.3% | $80,911-43.7% |
| Participation rate | 89.7% | 83.9%+5.9pp | 86.8%+2.9pp | 67.6%+22.1pp |
| Annual return | 28.67% | 20.02%+8.6pp | 28.81%-0.1pp | 35.63%-7.0pp |
| Employer contribution / active EE | $4,961 | $4,849+2.3% | $6,426-22.8% | $2,756+80.0% |
| Participant deferral / active EE | $10,622 | $7,074+50.2% | $9,132+16.3% | $4,297+147.2% |
| Admin fee / account holder | $2,162 | $10,484-79.4% | $13,909-84.5% | $6,935-68.8% |