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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 | $40,863 | $98,760-58.6% | $149,715-72.7% | $79,858-48.8% |
| Participation rate | 90.8% | 75.8%+15.0pp | 82.5%+8.3pp | 69.6%+21.2pp |
| Annual return | 17.38% | 27.43%-10.1pp | 276.66%-259.3pp | 31.72%-14.3pp |
| Employer contribution / active EE | $5,605 | $3,217+74.2% | $4,645+20.7% | $2,471+126.8% |
| Participant deferral / active EE | $4,290 | $5,681-24.5% | $6,842-37.3% | $3,740+14.7% |
| Admin fee / account holder | $738 | $6,053-87.8% | $9,310-92.1% | $5,306-86.1% |