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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 | $78,690-28.0% | $161,489-64.9% | $87,485-35.2% |
| Participation rate | 97.2% | 67.5%+29.8pp | 78.7%+18.5pp | 68.9%+28.3pp |
| Annual return | 24.40% | 32.74%-8.3pp | 89.72%-65.3pp | 26.06%-1.7pp |
| Employer contribution / active EE | $5,644 | $2,588+118.0% | $4,268+32.2% | $2,596+117.4% |
| Participant deferral / active EE | $4,533 | $3,311+36.9% | $5,630-19.5% | $4,274+6.1% |
| Admin fee / account holder | $393 | $6,724-94.2% | $16,006-97.5% | $7,775-95.0% |