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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 | $43,929 | $93,598-53.1% | $135,974-67.7% | $75,173-41.6% |
| Participation rate | 97.9% | 75.2%+22.7pp | 81.9%+16.0pp | 67.2%+30.7pp |
| Annual return | 25.95% | 30.89%-4.9pp | 68.30%-42.4pp | 160.72%-134.8pp |
| Employer contribution / active EE | $3,106 | $3,538-12.2% | $4,859-36.1% | $2,671+16.3% |
| Participant deferral / active EE | $6,621 | $6,405+3.4% | $7,760-14.7% | $4,126+60.5% |
| Admin fee / account holder | $5,088 | $6,978-27.1% | $10,767-52.7% | $5,651-10.0% |