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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 | $51,674 | $58,493-11.7% | $84,023-38.5% | $72,976-29.2% |
| Participation rate | 88.7% | 61.2%+27.4pp | 69.0%+19.7pp | 69.5%+19.2pp |
| Annual return | 23.99% | 28.93%-4.9pp | 71.32%-47.3pp | 81.02%-57.0pp |
| Employer contribution / active EE | $1,312 | $1,163+12.8% | $1,984-33.9% | $2,440-46.2% |
| Participant deferral / active EE | $2,081 | $2,394-13.1% | $3,239-35.8% | $3,608-42.3% |
| Admin fee / account holder | $4,299 | $4,569-5.9% | $6,102-29.6% | $5,124-16.1% |