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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 | $53,290 | $93,617-43.1% | $135,982-60.8% | $75,177-29.1% |
| Participation rate | 96.7% | 75.2%+21.5pp | 81.9%+14.7pp | 67.2%+29.5pp |
| Annual return | 21.36% | 30.89%-9.5pp | 68.32%-47.0pp | 160.75%-139.4pp |
| Employer contribution / active EE | $4,413 | $3,538+24.7% | $4,859-9.2% | $2,671+65.2% |
| Participant deferral / active EE | $4,823 | $6,406-24.7% | $7,760-37.8% | $4,126+16.9% |
| Admin fee / account holder | $3,835 | $6,980-45.0% | $10,767-64.4% | $5,651-32.1% |