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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 | $44,395 | $93,598-52.6% | $135,974-67.4% | $75,173-40.9% |
| Participation rate | 95.5% | 75.2%+20.3pp | 81.9%+13.6pp | 67.2%+28.3pp |
| Annual return | 20.13% | 30.89%-10.8pp | 68.30%-48.2pp | 160.72%-140.6pp |
| Employer contribution / active EE | $966 | $3,538-72.7% | $4,859-80.1% | $2,671-63.8% |
| Participant deferral / active EE | $8,859 | $6,405+38.3% | $7,760+14.2% | $4,126+114.7% |
| Admin fee / account holder | $4,990 | $6,978-28.5% | $10,767-53.7% | $5,651-11.7% |