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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 | $54,844 | $81,331-32.6% | $155,534-64.7% | $80,935-32.2% |
| Participation rate | 95.8% | 66.3%+29.6pp | 78.2%+17.6pp | 67.7%+28.2pp |
| Annual return | 13.41% | 33.37%-20.0pp | 64.92%-51.5pp | 35.66%-22.3pp |
| Employer contribution / active EE | $2,854 | $3,105-8.1% | $4,675-39.0% | $2,757+3.5% |
| Participant deferral / active EE | $4,236 | $3,454+22.6% | $5,630-24.8% | $4,299-1.5% |
| Admin fee / account holder | $2,041 | $7,999-74.5% | $15,900-87.2% | $6,924-70.5% |