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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 | $28,076 | $106,749-73.7% | $145,433-80.7% | $82,448-65.9% |
| Participation rate | 91.4% | 75.6%+15.8pp | 82.1%+9.3pp | 68.1%+23.4pp |
| Annual return | 41.79% | 27.59%+14.2pp | 66.58%-24.8pp | 41.64%+0.1pp |
| Employer contribution / active EE | $1,712 | $3,444-50.3% | $4,554-62.4% | $2,551-32.9% |
| Participant deferral / active EE | $7,737 | $6,519+18.7% | $7,897-2.0% | $4,139+86.9% |
| Admin fee / account holder | $651 | $8,390-92.2% | $13,129-95.0% | $7,234-91.0% |