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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 | $44,661 | $95,404-53.2% | $113,397-60.6% | $82,637-46.0% |
| Participation rate | 92.3% | 72.8%+19.5pp | 76.5%+15.8pp | 68.1%+24.3pp |
| Annual return | 15.87% | 19.08%-3.2pp | 23.20%-7.3pp | 53.51%-37.6pp |
| Employer contribution / active EE | $4,512 | $2,307+95.6% | $2,977+51.6% | $2,552+76.8% |
| Participant deferral / active EE | $6,531 | $4,220+54.8% | $5,076+28.7% | $4,126+58.3% |
| Admin fee / account holder | $6,054 | $9,168-34.0% | $11,957-49.4% | $7,339-17.5% |