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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 | $45,329 | $91,559-50.5% | $133,978-66.2% | $79,856-43.2% |
| Participation rate | 93.8% | 73.3%+20.4pp | 79.8%+13.9pp | 69.6%+24.1pp |
| Annual return | 21.40% | 61.85%-40.5pp | 45.10%-23.7pp | 31.71%-10.3pp |
| Employer contribution / active EE | $3,524 | $2,384+47.8% | $3,919-10.1% | $2,471+42.6% |
| Participant deferral / active EE | $6,532 | $3,734+74.9% | $5,047+29.4% | $3,741+74.6% |
| Admin fee / account holder | $2,741 | $6,321-56.6% | $8,930-69.3% | $5,306-48.3% |