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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 | $38,716 | $77,816-50.2% | $123,552-68.7% | $64,173-39.7% |
| Participation rate | 96.3% | 74.7%+21.6pp | 82.3%+14.0pp | 69.6%+26.7pp |
| Annual return | 9.30% | 12.49%-3.2pp | 119.20%-109.9pp | 7.63%+1.7pp |
| Employer contribution / active EE | $3,522 | $3,014+16.9% | $4,628-23.9% | $2,381+47.9% |
| Participant deferral / active EE | $7,161 | $5,240+36.6% | $6,426+11.4% | $3,470+106.4% |
| Admin fee / account holder | $2,486 | $5,519-55.0% | $9,285-73.2% | $4,887-49.1% |