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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 | $54,758 | $81,331-32.7% | $155,534-64.8% | $80,935-32.3% |
| Participation rate | 93.5% | 66.3%+27.3pp | 78.2%+15.3pp | 67.7%+25.9pp |
| Annual return | 10.81% | 33.37%-22.6pp | 64.92%-54.1pp | 35.66%-24.9pp |
| Employer contribution / active EE | $5,245 | $3,105+68.9% | $4,675+12.2% | $2,757+90.3% |
| Participant deferral / active EE | $3,811 | $3,454+10.3% | $5,630-32.3% | $4,299-11.4% |
| Admin fee / account holder | $963 | $7,999-88.0% | $15,900-93.9% | $6,924-86.1% |