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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 | $47,230 | $78,520-39.8% | $96,576-51.1% | $82,448-42.7% |
| Participation rate | 85.2% | 77.7%+7.5pp | 81.4%+3.7pp | 68.1%+17.1pp |
| Annual return | 17.87% | 41.30%-23.4pp | 38.47%-20.6pp | 41.64%-23.8pp |
| Employer contribution / active EE | $7,076 | $2,630+169.1% | $3,553+99.2% | $2,551+177.4% |
| Participant deferral / active EE | $5,245 | $6,754-22.4% | $7,956-34.1% | $4,139+26.7% |
| Admin fee / account holder | $523 | $13,455-96.1% | $11,381-95.4% | $7,234-92.8% |