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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 | $41,775 | $106,749-60.9% | $145,433-71.3% | $82,448-49.3% |
| Participation rate | 78.4% | 75.6%+2.7pp | 82.1%-3.7pp | 68.1%+10.3pp |
| Annual return | 30.36% | 27.59%+2.8pp | 66.58%-36.2pp | 41.64%-11.3pp |
| Employer contribution / active EE | $2,825 | $3,444-18.0% | $4,554-38.0% | $2,551+10.7% |
| Participant deferral / active EE | $5,566 | $6,519-14.6% | $7,897-29.5% | $4,139+34.5% |
| Admin fee / account holder | $2,812 | $8,390-66.5% | $13,129-78.6% | $7,234-61.1% |