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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 | $48,232 | $83,485-42.2% | $125,195-61.5% | $72,976-33.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 19.44% | 25.77%-6.3pp | 43.79%-24.3pp | 81.02%-61.6pp |
| Employer contribution / active EE | $4,377 | $2,346+86.6% | $3,866+13.2% | $2,440+79.4% |
| Participant deferral / active EE | $4,308 | $3,586+20.1% | $4,937-12.7% | $3,608+19.4% |
| Admin fee / account holder | $919 | $5,518-83.3% | $9,704-90.5% | $5,124-82.1% |