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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 | $41,857 | $84,953-50.7% | $163,379-74.4% | $82,637-49.3% |
| Participation rate | 98.1% | 65.9%+32.2pp | 76.8%+21.3pp | 68.1%+30.1pp |
| Annual return | 29.53% | 23.07%+6.5pp | 63.41%-33.9pp | 53.51%-24.0pp |
| Employer contribution / active EE | $4,448 | $2,183+103.8% | $3,752+18.5% | $2,552+74.3% |
| Participant deferral / active EE | $1,704 | $4,326-60.6% | $6,282-72.9% | $4,126-58.7% |
| Admin fee / account holder | $3,652 | $7,921-53.9% | $9,818-62.8% | $7,339-50.2% |