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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 | $44,759 | $84,236-46.9% | $170,435-73.7% | $70,126-36.2% |
| Participation rate | 80.6% | 70.8%+9.8pp | 83.6%-3.0pp | 69.5%+11.1pp |
| Annual return | 20.40% | 23.06%-2.7pp | 205.94%-185.5pp | 73.15%-52.7pp |
| Employer contribution / active EE | $4,557 | $3,387+34.5% | $5,432-16.1% | $2,343+94.5% |
| Participant deferral / active EE | $3,872 | $3,086+25.5% | $4,939-21.6% | $3,332+16.2% |
| Admin fee / account holder | $1,433 | $5,698-74.8% | $13,881-89.7% | $4,645-69.1% |