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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 | $47,449 | $77,638-38.9% | $156,551-69.7% | $62,881-24.5% |
| Participation rate | 97.5% | 71.2%+26.3pp | 84.0%+13.5pp | 69.3%+28.2pp |
| Annual return | 8.00% | 50.33%-42.3pp | 32.23%-24.2pp | 20.14%-12.1pp |
| Employer contribution / active EE | $2,880 | $3,444-16.4% | $5,501-47.6% | $2,281+26.3% |
| Participant deferral / active EE | $2,558 | $3,046-16.0% | $4,871-47.5% | $3,203-20.1% |
| Admin fee / account holder | $873 | $5,561-84.3% | $13,028-93.3% | $4,296-79.7% |