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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 | $43,045 | $70,486-38.9% | $100,528-57.2% | $79,852-46.1% |
| Participation rate | 80.6% | 73.6%+7.0pp | 79.4%+1.2pp | 69.6%+11.0pp |
| Annual return | 44.71% | 21.90%+22.8pp | 30.90%+13.8pp | 31.72%+13.0pp |
| Employer contribution / active EE | $3,834 | $2,165+77.1% | $3,419+12.2% | $2,471+55.2% |
| Participant deferral / active EE | $9,474 | $5,182+82.8% | $6,271+51.1% | $3,740+153.3% |
| Admin fee / account holder | $437 | $4,480-90.2% | $8,084-94.6% | $5,306-91.8% |