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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 | $47,090 | $106,749-55.9% | $145,433-67.6% | $82,448-42.9% |
| Participation rate | 92.1% | 75.6%+16.5pp | 82.1%+10.0pp | 68.1%+24.0pp |
| Annual return | 24.13% | 27.59%-3.5pp | 66.58%-42.4pp | 41.64%-17.5pp |
| Employer contribution / active EE | $8,398 | $3,444+143.8% | $4,554+84.4% | $2,551+229.2% |
| Participant deferral / active EE | $12,068 | $6,519+85.1% | $7,897+52.8% | $4,139+191.5% |
| Admin fee / account holder | $3,859 | $8,390-54.0% | $13,129-70.6% | $7,234-46.7% |