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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 | $39,732 | $99,875-60.2% | $146,866-72.9% | $86,983-54.3% |
| Participation rate | 93.9% | 75.8%+18.1pp | 82.5%+11.4pp | 69.5%+24.4pp |
| Annual return | 18.88% | 28.10%-9.2pp | 102.85%-84.0pp | 25.83%-7.0pp |
| Employer contribution / active EE | $3,528 | $3,224+9.4% | $4,425-20.3% | $2,584+36.5% |
| Participant deferral / active EE | $5,323 | $6,322-15.8% | $7,759-31.4% | $4,194+26.9% |
| Admin fee / account holder | $2,302 | $7,838-70.6% | $13,620-83.1% | $7,856-70.7% |