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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 | $45,454 | $81,504-44.2% | $102,437-55.6% | $80,959-43.9% |
| Participation rate | 96.6% | 66.9%+29.7pp | 74.5%+22.0pp | 67.7%+28.9pp |
| Annual return | 18.87% | 25.60%-6.7pp | 24.95%-6.1pp | 35.67%-16.8pp |
| Employer contribution / active EE | $3,750 | $3,104+20.8% | $3,871-3.1% | $2,757+36.0% |
| Participant deferral / active EE | $9,298 | $3,871+140.2% | $5,060+83.8% | $4,300+116.2% |
| Admin fee / account holder | $5,454 | $6,719-18.8% | $8,388-35.0% | $6,925-21.2% |