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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 | $32,784 | $106,749-69.3% | $145,433-77.5% | $82,448-60.2% |
| Participation rate | 97.5% | 75.6%+21.9pp | 82.1%+15.4pp | 68.1%+29.4pp |
| Annual return | 22.61% | 27.59%-5.0pp | 66.58%-44.0pp | 41.64%-19.0pp |
| Employer contribution / active EE | $4,076 | $3,444+18.3% | $4,554-10.5% | $2,551+59.8% |
| Participant deferral / active EE | $8,987 | $6,519+37.9% | $7,897+13.8% | $4,139+117.1% |
| Admin fee / account holder | $471 | $8,390-94.4% | $13,129-96.4% | $7,234-93.5% |