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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 | $39,514 | $72,273-45.3% | $101,275-61.0% | $79,856-50.5% |
| Participation rate | 85.9% | 68.5%+17.4pp | 75.8%+10.1pp | 69.6%+16.3pp |
| Annual return | 19.54% | 22.30%-2.8pp | 46.48%-26.9pp | 31.71%-12.2pp |
| Employer contribution / active EE | $6,487 | $2,691+141.1% | $3,660+77.2% | $2,471+162.5% |
| Participant deferral / active EE | $2,060 | $3,282-37.2% | $4,371-52.9% | $3,741-44.9% |
| Admin fee / account holder | $5,240 | $4,401+19.1% | $5,948-11.9% | $5,306-1.2% |