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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 | $44,986 | $81,358-44.7% | $155,556-71.1% | $80,959-44.4% |
| Participation rate | 89.7% | 66.3%+23.4pp | 78.2%+11.4pp | 67.7%+22.0pp |
| Annual return | 10.64% | 33.39%-22.7pp | 64.84%-54.2pp | 35.67%-25.0pp |
| Employer contribution / active EE | $3,887 | $3,106+25.1% | $4,675-16.9% | $2,757+41.0% |
| Participant deferral / active EE | $2,868 | $3,455-17.0% | $5,631-49.1% | $4,300-33.3% |
| Admin fee / account holder | $825 | $7,994-89.7% | $15,885-94.8% | $6,925-88.1% |