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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 | $46,242 | $83,485-44.6% | $125,180-63.1% | $72,983-36.6% |
| Participation rate | 89.7% | 73.3%+16.4pp | 79.8%+10.0pp | 69.5%+20.3pp |
| Annual return | 25.57% | 25.78%-0.2pp | 43.79%-18.2pp | 81.01%-55.4pp |
| Employer contribution / active EE | $4,016 | $2,346+71.2% | $3,866+3.9% | $2,440+64.6% |
| Participant deferral / active EE | $4,324 | $3,586+20.6% | $4,937-12.4% | $3,608+19.9% |
| Admin fee / account holder | $1,232 | $5,518-77.7% | $9,703-87.3% | $5,124-76.0% |