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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 | $45,248 | $53,596-15.6% | $90,657-50.1% | $64,173-29.5% |
| Participation rate | 79.3% | 64.5%+14.8pp | 74.0%+5.3pp | 69.6%+9.8pp |
| Annual return | 8.06% | 4.41%+3.6pp | 1.89%+6.2pp | 7.63%+0.4pp |
| Employer contribution / active EE | $4,447 | $1,503+195.9% | $2,532+75.7% | $2,381+86.8% |
| Participant deferral / active EE | $10,240 | $2,459+316.5% | $3,424+199.0% | $3,470+195.1% |
| Admin fee / account holder | $1,703 | $3,868-56.0% | $4,994-65.9% | $4,887-65.2% |