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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 | $48,327 | $67,602-28.5% | $82,312-41.3% | $70,126-31.1% |
| Participation rate | 94.0% | 72.8%+21.2pp | 76.9%+17.1pp | 69.5%+24.5pp |
| Annual return | 21.23% | 21.57%-0.3pp | 25.88%-4.6pp | 73.15%-51.9pp |
| Employer contribution / active EE | $2,380 | $1,755+35.6% | $2,428-2.0% | $2,343+1.6% |
| Participant deferral / active EE | $4,153 | $2,987+39.0% | $3,706+12.1% | $3,332+24.6% |
| Admin fee / account holder | $531 | $4,512-88.2% | $5,608-90.5% | $4,645-88.6% |