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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 | $45,418 | $65,367-30.5% | $92,915-51.1% | $72,976-37.8% |
| Participation rate | 94.7% | 68.3%+26.4pp | 76.0%+18.7pp | 69.5%+25.2pp |
| Annual return | 24.14% | 42.11%-18.0pp | 109.45%-85.3pp | 81.02%-56.9pp |
| Employer contribution / active EE | $2,331 | $2,594-10.1% | $3,653-36.2% | $2,440-4.5% |
| Participant deferral / active EE | $3,539 | $3,128+13.1% | $4,238-16.5% | $3,608-1.9% |
| Admin fee / account holder | $1,497 | $4,251-64.8% | $5,796-74.2% | $5,124-70.8% |