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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 | $29,913 | $48,118-37.8% | $136,833-78.1% | $94,015-68.2% |
| Participation rate | 96.8% | 47.4%+49.4pp | 59.0%+37.7pp | 70.8%+26.0pp |
| Annual return | 18.16% | 14.65%+3.5pp | 35.32%-17.2pp | 17.84%+0.3pp |
| Employer contribution / active EE | $1,239 | $821+51.0% | $1,319-6.0% | $2,790-55.6% |
| Participant deferral / active EE | $2,170 | $1,651+31.4% | $2,441-11.1% | $4,249-48.9% |
| Admin fee / account holder | $4,861 | $3,059+58.9% | $4,706+3.3% | $8,951-45.7% |