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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 | $46,633 | $57,140-18.4% | $85,240-45.3% | $80,959-42.4% |
| Participation rate | 70.9% | 56.4%+14.5pp | 67.5%+3.4pp | 67.7%+3.2pp |
| Annual return | 14.87% | 21.71%-6.8pp | 66.75%-51.9pp | 35.67%-20.8pp |
| Employer contribution / active EE | $4,398 | $1,802+144.1% | $2,735+60.8% | $2,757+59.5% |
| Participant deferral / active EE | $7,725 | $3,115+148.0% | $4,527+70.6% | $4,300+79.6% |
| Admin fee / account holder | $539 | $4,992-89.2% | $6,165-91.3% | $6,925-92.2% |