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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 | $81,331-52.9% | $155,534-75.3% | $80,935-52.6% |
| Participation rate | 91.7% | 66.3%+25.4pp | 78.2%+13.4pp | 67.7%+24.0pp |
| Annual return | 14.69% | 33.37%-18.7pp | 64.92%-50.2pp | 35.66%-21.0pp |
| Employer contribution / active EE | $4,499 | $3,105+44.9% | $4,675-3.8% | $2,757+63.2% |
| Participant deferral / active EE | $12,157 | $3,454+251.9% | $5,630+115.9% | $4,299+182.8% |
| Admin fee / account holder | $2,159 | $7,999-73.0% | $15,900-86.4% | $6,924-68.8% |