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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 | $40,647 | $86,919-53.2% | $102,457-60.3% | $80,911-49.8% |
| Participation rate | 95.2% | 72.4%+22.9pp | 76.5%+18.7pp | 67.6%+27.6pp |
| Annual return | 12.97% | 18.90%-5.9pp | 29.41%-16.4pp | 35.63%-22.7pp |
| Employer contribution / active EE | $3,401 | $2,368+43.6% | $3,022+12.5% | $2,756+23.4% |
| Participant deferral / active EE | $4,810 | $4,119+16.8% | $5,054-4.8% | $4,297+11.9% |
| Admin fee / account holder | $412 | $8,049-94.9% | $9,451-95.6% | $6,935-94.1% |