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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 | $42,354 | $125,797-66.3% | $170,043-75.1% | $75,173-43.7% |
| Participation rate | 96.2% | 83.6%+12.6pp | 87.0%+9.1pp | 67.2%+29.0pp |
| Annual return | 15.90% | 27.20%-11.3pp | 53.40%-37.5pp | 160.72%-144.8pp |
| Employer contribution / active EE | $3,205 | $4,616-30.6% | $6,790-52.8% | $2,671+20.0% |
| Participant deferral / active EE | $7,219 | $6,838+5.6% | $10,410-30.7% | $4,126+74.9% |
| Admin fee / account holder | $3,070 | $8,177-62.5% | $12,824-76.1% | $5,651-45.7% |