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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 | $49,454 | $81,331-39.2% | $155,534-68.2% | $80,935-38.9% |
| Participation rate | 87.3% | 66.3%+21.0pp | 78.2%+9.1pp | 67.7%+19.6pp |
| Annual return | 23.10% | 33.37%-10.3pp | 64.92%-41.8pp | 35.66%-12.6pp |
| Employer contribution / active EE | $2,730 | $3,105-12.1% | $4,675-41.6% | $2,757-1.0% |
| Participant deferral / active EE | $4,401 | $3,454+27.4% | $5,630-21.8% | $4,299+2.4% |
| Admin fee / account holder | $800 | $7,999-90.0% | $15,900-95.0% | $6,924-88.5% |