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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 | $44,876 | $81,487-44.9% | $102,412-56.2% | $80,935-44.6% |
| Participation rate | 97.4% | 66.8%+30.6pp | 74.5%+22.9pp | 67.7%+29.8pp |
| Annual return | 13.52% | 25.60%-12.1pp | 24.94%-11.4pp | 35.66%-22.1pp |
| Employer contribution / active EE | $4,451 | $3,103+43.4% | $3,870+15.0% | $2,757+61.5% |
| Participant deferral / active EE | $3,512 | $3,871-9.3% | $5,060-30.6% | $4,299-18.3% |
| Admin fee / account holder | $4,811 | $6,717-28.4% | $8,388-42.6% | $6,924-30.5% |