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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 | $48,222 | $93,598-48.5% | $135,974-64.5% | $75,173-35.9% |
| Participation rate | 84.5% | 75.2%+9.3pp | 81.9%+2.6pp | 67.2%+17.3pp |
| Annual return | 22.21% | 30.89%-8.7pp | 68.30%-46.1pp | 160.72%-138.5pp |
| Employer contribution / active EE | $4,884 | $3,538+38.0% | $4,859+0.5% | $2,671+82.8% |
| Participant deferral / active EE | $10,642 | $6,405+66.1% | $7,760+37.1% | $4,126+157.9% |
| Admin fee / account holder | $5,102 | $6,978-26.9% | $10,767-52.6% | $5,651-9.7% |