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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 | $55,869 | $93,346-40.1% | $71,796-22.2% | $273,972-79.6% |
| Participation rate | 88.9% | 76.5%+12.4pp | 69.1%+19.8pp | 83.0%+5.9pp |
| Annual return | 18.78% | 130.39%-111.6pp | 78.04%-59.3pp | 41.46%-22.7pp |
| Employer contribution / active EE | $2,523 | $2,733-7.7% | $1,924+31.1% | $4,869-48.2% |
| Participant deferral / active EE | $4,188 | $3,475+20.5% | $2,794+49.9% | $5,287-20.8% |
| Admin fee / account holder | $347 | $6,571-94.7% | $4,815-92.8% | $10,133-96.6% |