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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 | $43,595 | $76,551-43.1% | $123,894-64.8% | $62,881-30.7% |
| Participation rate | 89.7% | 73.0%+16.7pp | 81.4%+8.3pp | 69.3%+20.4pp |
| Annual return | 9.51% | 18.68%-9.2pp | 47.52%-38.0pp | 20.14%-10.6pp |
| Employer contribution / active EE | $4,813 | $2,882+67.0% | $4,617+4.2% | $2,281+111.0% |
| Participant deferral / active EE | $7,404 | $4,840+53.0% | $5,984+23.7% | $3,203+131.2% |
| Admin fee / account holder | $639 | $4,826-86.8% | $8,357-92.4% | $4,296-85.1% |