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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 | $31,392 | $88,707-64.6% | $74,184-57.7% | $273,972-88.5% |
| Participation rate | 95.2% | 79.4%+15.8pp | 76.6%+18.6pp | 83.0%+12.2pp |
| Annual return | 7.92% | 11.94%-4.0pp | 17.74%-9.8pp | 41.46%-33.5pp |
| Employer contribution / active EE | $4,449 | $3,159+40.8% | $2,370+87.7% | $4,869-8.6% |
| Participant deferral / active EE | $5,097 | $4,212+21.0% | $3,550+43.6% | $5,287-3.6% |
| Admin fee / account holder | $1,054 | $8,717-87.9% | $5,586-81.1% | $10,133-89.6% |