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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 | $43,661 | $77,472-43.6% | $100,415-56.5% | $80,959-46.1% |
| Participation rate | 97.2% | 76.9%+20.3pp | 81.5%+15.7pp | 67.7%+29.6pp |
| Annual return | 30.92% | 37.26%-6.3pp | 49.47%-18.6pp | 35.67%-4.7pp |
| Employer contribution / active EE | $4,984 | $2,800+78.0% | $3,943+26.4% | $2,757+80.8% |
| Participant deferral / active EE | $13,301 | $6,818+95.1% | $8,091+64.4% | $4,300+209.3% |
| Admin fee / account holder | $7,226 | $5,885+22.8% | $7,906-8.6% | $6,925+4.3% |