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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 | $43,433 | $106,524-59.2% | $152,301-71.5% | $87,485-50.4% |
| Participation rate | 98.7% | 75.8%+23.0pp | 82.4%+16.3pp | 68.9%+29.8pp |
| Annual return | 23.54% | 26.89%-3.3pp | 80.50%-57.0pp | 26.06%-2.5pp |
| Employer contribution / active EE | $3,570 | $3,371+5.9% | $4,624-22.8% | $2,596+37.5% |
| Participant deferral / active EE | $10,555 | $6,525+61.8% | $8,004+31.9% | $4,274+147.0% |
| Admin fee / account holder | $2,130 | $8,287-74.3% | $14,398-85.2% | $7,775-72.6% |