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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 | $44,078 | $76,551-42.4% | $123,894-64.4% | $62,881-29.9% |
| Participation rate | 98.8% | 73.0%+25.9pp | 81.4%+17.4pp | 69.3%+29.5pp |
| Annual return | 7.90% | 18.68%-10.8pp | 47.52%-39.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $4,582 | $2,882+59.0% | $4,617-0.7% | $2,281+100.9% |
| Participant deferral / active EE | $10,542 | $4,840+117.8% | $5,984+76.2% | $3,203+229.1% |
| Admin fee / account holder | $2,384 | $4,826-50.6% | $8,357-71.5% | $4,296-44.5% |