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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 | $56,653 | $76,407-25.9% | $150,298-62.3% | $82,448-31.3% |
| Participation rate | 97.2% | 66.4%+30.8pp | 77.8%+19.5pp | 68.1%+29.2pp |
| Annual return | 24.40% | 39.99%-15.6pp | 62.79%-38.4pp | 41.64%-17.2pp |
| Employer contribution / active EE | $5,644 | $2,614+115.9% | $4,154+35.9% | $2,551+121.2% |
| Participant deferral / active EE | $4,533 | $3,214+41.0% | $5,453-16.9% | $4,139+9.5% |
| Admin fee / account holder | $393 | $6,352-93.8% | $14,116-97.2% | $7,234-94.6% |