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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 | $106,524-55.8% | $152,301-69.1% | $87,485-46.2% |
| Participation rate | 92.1% | 75.8%+16.4pp | 82.4%+9.7pp | 68.9%+23.2pp |
| Annual return | 24.13% | 26.89%-2.8pp | 80.50%-56.4pp | 26.06%-1.9pp |
| Employer contribution / active EE | $8,398 | $3,371+149.1% | $4,624+81.6% | $2,596+223.5% |
| Participant deferral / active EE | $12,068 | $6,525+84.9% | $8,004+50.8% | $4,274+182.4% |
| Admin fee / account holder | $3,859 | $8,287-53.4% | $14,398-73.2% | $7,775-50.4% |