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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 | $41,183 | $106,864-61.5% | $147,318-72.0% | $82,637-50.2% |
| Participation rate | 89.2% | 75.5%+13.7pp | 82.1%+7.2pp | 68.1%+21.2pp |
| Annual return | 49.95% | 27.49%+22.5pp | 70.43%-20.5pp | 53.51%-3.6pp |
| Employer contribution / active EE | $3,344 | $3,417-2.1% | $4,593-27.2% | $2,552+31.0% |
| Participant deferral / active EE | $7,523 | $6,496+15.8% | $7,906-4.8% | $4,126+82.3% |
| Admin fee / account holder | $954 | $8,415-88.7% | $13,708-93.0% | $7,339-87.0% |