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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 | $35,468 | $65,367-45.7% | $92,915-61.8% | $72,976-51.4% |
| Participation rate | 89.7% | 68.3%+21.3pp | 76.0%+13.6pp | 69.5%+20.2pp |
| Annual return | 19.26% | 42.11%-22.8pp | 109.45%-90.2pp | 81.02%-61.8pp |
| Employer contribution / active EE | $2,190 | $2,594-15.6% | $3,653-40.1% | $2,440-10.3% |
| Participant deferral / active EE | $4,972 | $3,128+58.9% | $4,238+17.3% | $3,608+37.8% |
| Admin fee / account holder | $5,073 | $4,251+19.3% | $5,796-12.5% | $5,124-1.0% |