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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 | $37,662 | $106,864-64.8% | $147,318-74.4% | $82,637-54.4% |
| Participation rate | 98.1% | 75.5%+22.6pp | 82.1%+16.0pp | 68.1%+30.0pp |
| Annual return | 22.04% | 27.49%-5.4pp | 70.43%-48.4pp | 53.51%-31.5pp |
| Employer contribution / active EE | $3,530 | $3,417+3.3% | $4,593-23.1% | $2,552+38.3% |
| Participant deferral / active EE | $3,371 | $6,496-48.1% | $7,906-57.4% | $4,126-18.3% |
| Admin fee / account holder | $4,334 | $8,415-48.5% | $13,708-68.4% | $7,339-40.9% |