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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 | $46,268 | $76,551-39.6% | $123,894-62.7% | $62,881-26.4% |
| Participation rate | 90.9% | 73.0%+17.9pp | 81.4%+9.5pp | 69.3%+21.6pp |
| Annual return | 8.43% | 18.68%-10.2pp | 47.52%-39.1pp | 20.14%-11.7pp |
| Employer contribution / active EE | $3,801 | $2,882+31.9% | $4,617-17.7% | $2,281+66.6% |
| Participant deferral / active EE | $4,603 | $4,840-4.9% | $5,984-23.1% | $3,203+43.7% |
| Admin fee / account holder | $697 | $4,826-85.5% | $8,357-91.7% | $4,296-83.8% |