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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 | $43,142 | $72,273-40.3% | $101,275-57.4% | $79,856-46.0% |
| Participation rate | 83.3% | 68.5%+14.9pp | 75.8%+7.5pp | 69.6%+13.7pp |
| Annual return | 17.94% | 22.30%-4.4pp | 46.48%-28.5pp | 31.71%-13.8pp |
| Employer contribution / active EE | $9,603 | $2,691+256.8% | $3,660+162.4% | $2,471+288.6% |
| Participant deferral / active EE | $4,567 | $3,282+39.2% | $4,371+4.5% | $3,741+22.1% |
| Admin fee / account holder | $351 | $4,401-92.0% | $5,948-94.1% | $5,306-93.4% |