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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 | $45,979 | $93,598-50.9% | $135,974-66.2% | $75,173-38.8% |
| Participation rate | 90.4% | 75.2%+15.2pp | 81.9%+8.5pp | 67.2%+23.2pp |
| Annual return | 20.32% | 30.89%-10.6pp | 68.30%-48.0pp | 160.72%-140.4pp |
| Employer contribution / active EE | $4,564 | $3,538+29.0% | $4,859-6.1% | $2,671+70.9% |
| Participant deferral / active EE | $10,778 | $6,405+68.3% | $7,760+38.9% | $4,126+161.2% |
| Admin fee / account holder | $1,680 | $6,978-75.9% | $10,767-84.4% | $5,651-70.3% |