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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 | $46,363 | $81,358-43.0% | $155,556-70.2% | $80,959-42.7% |
| Participation rate | 85.3% | 66.3%+19.0pp | 78.2%+7.1pp | 67.7%+17.6pp |
| Annual return | 11.01% | 33.39%-22.4pp | 64.84%-53.8pp | 35.67%-24.7pp |
| Employer contribution / active EE | $4,789 | $3,106+54.2% | $4,675+2.4% | $2,757+73.7% |
| Participant deferral / active EE | $5,234 | $3,455+51.5% | $5,631-7.0% | $4,300+21.7% |
| Admin fee / account holder | $579 | $7,994-92.8% | $15,885-96.4% | $6,925-91.6% |