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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 | $41,995 | $86,938-51.7% | $102,423-59.0% | $80,925-48.1% |
| Participation rate | 95.8% | 72.4%+23.5pp | 76.5%+19.3pp | 67.7%+28.2pp |
| Annual return | 48.61% | 18.89%+29.7pp | 29.42%+19.2pp | 35.65%+13.0pp |
| Employer contribution / active EE | $760 | $2,369-67.9% | $3,023-74.9% | $2,756-72.4% |
| Participant deferral / active EE | $2,311 | $4,120-43.9% | $5,054-54.3% | $4,299-46.2% |
| Admin fee / account holder | $14,727 | $8,053+82.9% | $9,455+55.8% | $6,940+112.2% |