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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 | $47,594 | $106,524-55.3% | $152,301-68.8% | $87,485-45.6% |
| Participation rate | 97.5% | 75.8%+21.7pp | 82.4%+15.1pp | 68.9%+28.6pp |
| Annual return | 26.23% | 26.89%-0.7pp | 80.50%-54.3pp | 26.06%+0.2pp |
| Employer contribution / active EE | $4,935 | $3,371+46.4% | $4,624+6.7% | $2,596+90.1% |
| Participant deferral / active EE | $9,563 | $6,525+46.6% | $8,004+19.5% | $4,274+123.8% |
| Admin fee / account holder | $1,365 | $8,287-83.5% | $14,398-90.5% | $7,775-82.4% |