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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 | $44,694 | $77,472-42.3% | $100,415-55.5% | $80,959-44.8% |
| Participation rate | 97.8% | 76.9%+20.9pp | 81.5%+16.3pp | 67.7%+30.2pp |
| Annual return | 20.01% | 37.26%-17.3pp | 49.47%-29.5pp | 35.67%-15.7pp |
| Employer contribution / active EE | $5,719 | $2,800+104.2% | $3,943+45.0% | $2,757+107.4% |
| Participant deferral / active EE | $9,532 | $6,818+39.8% | $8,091+17.8% | $4,300+121.6% |
| Admin fee / account holder | $1,744 | $5,885-70.4% | $7,906-77.9% | $6,925-74.8% |