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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 | $37,163 | $77,814-52.2% | $158,223-76.5% | $86,983-57.3% |
| Participation rate | 96.7% | 68.4%+28.3pp | 79.2%+17.5pp | 69.5%+27.1pp |
| Annual return | 22.66% | 30.54%-7.9pp | 52.09%-29.4pp | 25.83%-3.2pp |
| Employer contribution / active EE | $5,844 | $2,592+125.4% | $4,109+42.2% | $2,584+126.1% |
| Participant deferral / active EE | $9,776 | $3,270+199.0% | $5,467+78.8% | $4,194+133.1% |
| Admin fee / account holder | $3,656 | $5,879-37.8% | $16,047-77.2% | $7,856-53.5% |