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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 | $42,966 | $106,749-59.8% | $145,433-70.5% | $82,448-47.9% |
| Participation rate | 89.2% | 75.6%+13.5pp | 82.1%+7.1pp | 68.1%+21.1pp |
| Annual return | 17.34% | 27.59%-10.3pp | 66.58%-49.2pp | 41.64%-24.3pp |
| Employer contribution / active EE | $8,977 | $3,444+160.6% | $4,554+97.1% | $2,551+251.9% |
| Participant deferral / active EE | $2,712 | $6,519-58.4% | $7,897-65.7% | $4,139-34.5% |
| Admin fee / account holder | $3,124 | $8,390-62.8% | $13,129-76.2% | $7,234-56.8% |