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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 | $57,073-18.3% | $85,126-45.2% | $80,925-42.4% |
| Participation rate | 70.9% | 56.4%+14.5pp | 67.5%+3.4pp | 67.7%+3.3pp |
| Annual return | 14.87% | 21.69%-6.8pp | 66.63%-51.8pp | 35.65%-20.8pp |
| Employer contribution / active EE | $4,398 | $1,801+144.3% | $2,731+61.0% | $2,756+59.6% |
| Participant deferral / active EE | $7,725 | $3,113+148.1% | $4,523+70.8% | $4,299+79.7% |
| Admin fee / account holder | $539 | $4,988-89.2% | $6,160-91.3% | $6,940-92.2% |