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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 | $46,833 | $89,367-47.6% | $141,191-66.8% | $72,975-35.8% |
| Participation rate | 97.0% | 75.1%+21.8pp | 82.5%+14.5pp | 69.5%+27.5pp |
| Annual return | 23.05% | 111.87%-88.8pp | 71.41%-48.4pp | 81.01%-58.0pp |
| Employer contribution / active EE | $2,589 | $3,115-16.9% | $4,736-45.3% | $2,440+6.1% |
| Participant deferral / active EE | $5,046 | $5,419-6.9% | $6,710-24.8% | $3,608+39.9% |
| Admin fee / account holder | $854 | $5,957-85.7% | $10,264-91.7% | $5,124-83.3% |