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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 | $37,733 | $106,524-64.6% | $152,301-75.2% | $87,485-56.9% |
| Participation rate | 95.2% | 75.8%+19.4pp | 82.4%+12.7pp | 68.9%+26.2pp |
| Annual return | 19.16% | 26.89%-7.7pp | 80.50%-61.3pp | 26.06%-6.9pp |
| Employer contribution / active EE | $2,820 | $3,371-16.4% | $4,624-39.0% | $2,596+8.6% |
| Participant deferral / active EE | $5,049 | $6,525-22.6% | $8,004-36.9% | $4,274+18.2% |
| Admin fee / account holder | $1,759 | $8,287-78.8% | $14,398-87.8% | $7,775-77.4% |