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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 | $44,041 | $106,749-58.7% | $145,433-69.7% | $82,448-46.6% |
| Participation rate | 97.0% | 75.6%+21.3pp | 82.1%+14.9pp | 68.1%+28.9pp |
| Annual return | 31.04% | 27.59%+3.5pp | 66.58%-35.5pp | 41.64%-10.6pp |
| Employer contribution / active EE | $3,322 | $3,444-3.6% | $4,554-27.1% | $2,551+30.2% |
| Participant deferral / active EE | $13,228 | $6,519+102.9% | $7,897+67.5% | $4,139+219.6% |
| Admin fee / account holder | $2,122 | $8,390-74.7% | $13,129-83.8% | $7,234-70.7% |