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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 | $41,789 | $106,524-60.8% | $152,301-72.6% | $87,485-52.2% |
| Participation rate | 93.5% | 75.8%+17.8pp | 82.4%+11.1pp | 68.9%+24.6pp |
| Annual return | 23.84% | 26.89%-3.0pp | 80.50%-56.7pp | 26.06%-2.2pp |
| Employer contribution / active EE | $5,304 | $3,371+57.3% | $4,624+14.7% | $2,596+104.3% |
| Participant deferral / active EE | $12,836 | $6,525+96.7% | $8,004+60.4% | $4,274+200.4% |
| Admin fee / account holder | $991 | $8,287-88.0% | $14,398-93.1% | $7,775-87.2% |