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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 | $54,092 | $81,331-33.5% | $155,534-65.2% | $80,935-33.2% |
| Participation rate | 97.9% | 66.3%+31.6pp | 78.2%+19.7pp | 67.7%+30.2pp |
| Annual return | 12.16% | 33.37%-21.2pp | 64.92%-52.8pp | 35.66%-23.5pp |
| Employer contribution / active EE | $4,955 | $3,105+59.6% | $4,675+6.0% | $2,757+79.7% |
| Participant deferral / active EE | $5,143 | $3,454+48.9% | $5,630-8.7% | $4,299+19.6% |
| Admin fee / account holder | $5,955 | $7,999-25.6% | $15,900-62.5% | $6,924-14.0% |