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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 | $40,742 | $89,370-54.4% | $141,197-71.1% | $72,976-44.2% |
| Participation rate | 94.4% | 75.1%+19.3pp | 82.5%+12.0pp | 69.5%+25.0pp |
| Annual return | 22.65% | 111.88%-89.2pp | 71.41%-48.8pp | 81.02%-58.4pp |
| Employer contribution / active EE | $2,047 | $3,115-34.3% | $4,736-56.8% | $2,440-16.1% |
| Participant deferral / active EE | $5,060 | $5,419-6.6% | $6,710-24.6% | $3,608+40.3% |
| Admin fee / account holder | $3,722 | $5,957-37.5% | $10,265-63.7% | $5,124-27.4% |