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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 | $54,220 | $81,262-33.3% | $155,602-65.2% | $80,911-33.0% |
| Participation rate | 97.6% | 66.2%+31.4pp | 78.2%+19.4pp | 67.6%+30.0pp |
| Annual return | 11.03% | 33.34%-22.3pp | 64.81%-53.8pp | 35.63%-24.6pp |
| Employer contribution / active EE | $4,471 | $3,102+44.1% | $4,675-4.4% | $2,756+62.2% |
| Participant deferral / active EE | $3,088 | $3,451-10.5% | $5,629-45.1% | $4,297-28.1% |
| Admin fee / account holder | $809 | $7,992-89.9% | $15,923-94.9% | $6,935-88.3% |