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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 | $46,309 | $93,617-50.5% | $135,982-65.9% | $75,177-38.4% |
| Participation rate | 79.4% | 75.2%+4.2pp | 81.9%-2.5pp | 67.2%+12.2pp |
| Annual return | 25.83% | 30.89%-5.1pp | 68.32%-42.5pp | 160.75%-134.9pp |
| Employer contribution / active EE | $2,635 | $3,538-25.5% | $4,859-45.8% | $2,671-1.3% |
| Participant deferral / active EE | $10,926 | $6,406+70.6% | $7,760+40.8% | $4,126+164.8% |
| Admin fee / account holder | $4,125 | $6,980-40.9% | $10,767-61.7% | $5,651-27.0% |