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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 | $81,487-44.2% | $102,412-55.6% | $80,935-43.8% |
| Participation rate | 96.6% | 66.8%+29.7pp | 74.5%+22.0pp | 67.7%+28.9pp |
| Annual return | 18.87% | 25.60%-6.7pp | 24.94%-6.1pp | 35.66%-16.8pp |
| Employer contribution / active EE | $3,750 | $3,103+20.8% | $3,870-3.1% | $2,757+36.0% |
| Participant deferral / active EE | $9,298 | $3,871+140.2% | $5,060+83.7% | $4,299+116.3% |
| Admin fee / account holder | $5,454 | $6,717-18.8% | $8,388-35.0% | $6,924-21.2% |