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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 | $38,346 | $81,262-52.8% | $155,602-75.4% | $80,911-52.6% |
| Participation rate | 91.7% | 66.2%+25.4pp | 78.2%+13.5pp | 67.6%+24.0pp |
| Annual return | 14.69% | 33.34%-18.7pp | 64.81%-50.1pp | 35.63%-20.9pp |
| Employer contribution / active EE | $4,499 | $3,102+45.0% | $4,675-3.8% | $2,756+63.2% |
| Participant deferral / active EE | $12,157 | $3,451+252.2% | $5,629+116.0% | $4,297+182.9% |
| Admin fee / account holder | $2,159 | $7,992-73.0% | $15,923-86.4% | $6,935-68.9% |