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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 | $44,515 | $83,485-46.7% | $125,195-64.4% | $72,976-39.0% |
| Participation rate | 96.7% | 73.3%+23.4pp | 79.8%+16.9pp | 69.5%+27.2pp |
| Annual return | 20.07% | 25.77%-5.7pp | 43.79%-23.7pp | 81.02%-60.9pp |
| Employer contribution / active EE | $3,211 | $2,346+36.9% | $3,866-16.9% | $2,440+31.6% |
| Participant deferral / active EE | $6,968 | $3,586+94.3% | $4,937+41.1% | $3,608+93.2% |
| Admin fee / account holder | $6,810 | $5,518+23.4% | $9,704-29.8% | $5,124+32.9% |