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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 | $106,749-55.0% | $145,433-67.0% | $82,448-41.7% |
| Participation rate | 79.4% | 75.6%+3.8pp | 82.1%-2.7pp | 68.1%+11.3pp |
| Annual return | 20.92% | 27.59%-6.7pp | 66.58%-45.7pp | 41.64%-20.7pp |
| Employer contribution / active EE | $2,442 | $3,444-29.1% | $4,554-46.4% | $2,551-4.3% |
| Participant deferral / active EE | $8,136 | $6,519+24.8% | $7,897+3.0% | $4,139+96.5% |
| Admin fee / account holder | $321 | $8,390-96.2% | $13,129-97.6% | $7,234-95.6% |