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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 | $33,960 | $76,407-55.6% | $150,298-77.4% | $82,448-58.8% |
| Participation rate | 93.3% | 66.4%+26.9pp | 77.8%+15.6pp | 68.1%+25.3pp |
| Annual return | 19.53% | 39.99%-20.5pp | 62.79%-43.3pp | 41.64%-22.1pp |
| Employer contribution / active EE | $4,881 | $2,614+86.7% | $4,154+17.5% | $2,551+91.3% |
| Participant deferral / active EE | $5,327 | $3,214+65.7% | $5,453-2.3% | $4,139+28.7% |
| Admin fee / account holder | $4,475 | $6,352-29.6% | $14,116-68.3% | $7,234-38.1% |