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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 | $81,331-33.3% | $155,534-65.1% | $80,935-33.0% |
| Participation rate | 97.6% | 66.3%+31.4pp | 78.2%+19.4pp | 67.7%+30.0pp |
| Annual return | 11.03% | 33.37%-22.3pp | 64.92%-53.9pp | 35.66%-24.6pp |
| Employer contribution / active EE | $4,471 | $3,105+44.0% | $4,675-4.4% | $2,757+62.2% |
| Participant deferral / active EE | $3,088 | $3,454-10.6% | $5,630-45.2% | $4,299-28.2% |
| Admin fee / account holder | $809 | $7,999-89.9% | $15,900-94.9% | $6,924-88.3% |