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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 | $49,461 | $72,492-31.8% | $87,104-43.2% | $72,975-32.2% |
| Participation rate | 95.8% | 72.8%+23.0pp | 76.9%+18.9pp | 69.5%+26.3pp |
| Annual return | 38.69% | 24.46%+14.2pp | 28.19%+10.5pp | 81.01%-42.3pp |
| Employer contribution / active EE | $1,023 | $1,894-46.0% | $2,521-59.4% | $2,440-58.1% |
| Participant deferral / active EE | $1,723 | $3,270-47.3% | $4,048-57.4% | $3,608-52.2% |
| Admin fee / account holder | $5,739 | $5,055+13.5% | $7,491-23.4% | $5,124+12.0% |