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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 | $41,783 | $106,749-60.9% | $145,433-71.3% | $82,448-49.3% |
| Participation rate | 91.4% | 75.6%+15.8pp | 82.1%+9.3pp | 68.1%+23.4pp |
| Annual return | 22.70% | 27.59%-4.9pp | 66.58%-43.9pp | 41.64%-18.9pp |
| Employer contribution / active EE | $3,634 | $3,444+5.5% | $4,554-20.2% | $2,551+42.5% |
| Participant deferral / active EE | $7,341 | $6,519+12.6% | $7,897-7.1% | $4,139+77.3% |
| Admin fee / account holder | $2,892 | $8,390-65.5% | $13,129-78.0% | $7,234-60.0% |