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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 | $57,488 | $81,233-29.2% | $155,567-63.0% | $80,874-28.9% |
| Participation rate | 80.0% | 66.2%+13.8pp | 78.2%+1.8pp | 67.6%+12.4pp |
| Annual return | 12.61% | 33.33%-20.7pp | 64.74%-52.1pp | 35.62%-23.0pp |
| Employer contribution / active EE | $8,468 | $3,101+173.1% | $4,674+81.2% | $2,756+207.3% |
| Participant deferral / active EE | $4,818 | $3,452+39.6% | $5,628-14.4% | $4,297+12.1% |
| Admin fee / account holder | $995 | $7,998-87.6% | $15,916-93.7% | $6,935-85.6% |