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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 | $44,608 | $87,132-48.8% | $105,624-57.8% | $80,959-44.9% |
| Participation rate | 92.2% | 70.4%+21.7pp | 75.3%+16.9pp | 67.7%+24.5pp |
| Annual return | 14.65% | 17.03%-2.4pp | 116.20%-101.6pp | 35.67%-21.0pp |
| Employer contribution / active EE | $2,883 | $2,397+20.3% | $3,168-9.0% | $2,757+4.6% |
| Participant deferral / active EE | $4,754 | $3,985+19.3% | $5,013-5.2% | $4,300+10.6% |
| Admin fee / account holder | $3,198 | $8,449-62.2% | $10,961-70.8% | $6,925-53.8% |