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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 | $106,524-69.2% | $152,301-78.5% | $87,485-62.5% |
| Participation rate | 97.5% | 75.8%+21.7pp | 82.4%+15.1pp | 68.9%+28.6pp |
| Annual return | 22.61% | 26.89%-4.3pp | 80.50%-57.9pp | 26.06%-3.5pp |
| Employer contribution / active EE | $4,076 | $3,371+20.9% | $4,624-11.9% | $2,596+57.0% |
| Participant deferral / active EE | $8,987 | $6,525+37.7% | $8,004+12.3% | $4,274+110.3% |
| Admin fee / account holder | $471 | $8,287-94.3% | $14,398-96.7% | $7,775-93.9% |