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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 | $106,524-58.7% | $152,301-71.1% | $87,485-49.7% |
| Participation rate | 97.0% | 75.8%+21.2pp | 82.4%+14.5pp | 68.9%+28.0pp |
| Annual return | 31.04% | 26.89%+4.2pp | 80.50%-49.5pp | 26.06%+5.0pp |
| Employer contribution / active EE | $3,322 | $3,371-1.5% | $4,624-28.2% | $2,596+27.9% |
| Participant deferral / active EE | $13,228 | $6,525+102.7% | $8,004+65.3% | $4,274+209.5% |
| Admin fee / account holder | $2,122 | $8,287-74.4% | $14,398-85.3% | $7,775-72.7% |