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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 | $48,035 | $106,864-55.1% | $147,318-67.4% | $82,637-41.9% |
| Participation rate | 79.4% | 75.5%+3.9pp | 82.1%-2.7pp | 68.1%+11.4pp |
| Annual return | 20.92% | 27.49%-6.6pp | 70.43%-49.5pp | 53.51%-32.6pp |
| Employer contribution / active EE | $2,442 | $3,417-28.5% | $4,593-46.8% | $2,552-4.3% |
| Participant deferral / active EE | $8,136 | $6,496+25.2% | $7,906+2.9% | $4,126+97.2% |
| Admin fee / account holder | $321 | $8,415-96.2% | $13,708-97.7% | $7,339-95.6% |