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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 | $47,379 | $84,236-43.8% | $170,435-72.2% | $70,126-32.4% |
| Participation rate | 93.4% | 70.8%+22.6pp | 83.6%+9.8pp | 69.5%+23.9pp |
| Annual return | 16.24% | 23.06%-6.8pp | 205.94%-189.7pp | 73.15%-56.9pp |
| Employer contribution / active EE | $4,416 | $3,387+30.4% | $5,432-18.7% | $2,343+88.5% |
| Participant deferral / active EE | $3,215 | $3,086+4.2% | $4,939-34.9% | $3,332-3.5% |
| Admin fee / account holder | $6,369 | $5,698+11.8% | $13,881-54.1% | $4,645+37.1% |