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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 | $48,947 | $106,749-54.1% | $145,433-66.3% | $82,448-40.6% |
| Participation rate | 75.9% | 75.6%+0.2pp | 82.1%-6.3pp | 68.1%+7.8pp |
| Annual return | 23.74% | 27.59%-3.9pp | 66.58%-42.8pp | 41.64%-17.9pp |
| Employer contribution / active EE | $2,873 | $3,444-16.6% | $4,554-36.9% | $2,551+12.6% |
| Participant deferral / active EE | $10,091 | $6,519+54.8% | $7,897+27.8% | $4,139+143.8% |
| Admin fee / account holder | $880 | $8,390-89.5% | $13,129-93.3% | $7,234-87.8% |