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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 | $32,452 | $56,287-42.3% | $80,977-59.9% | $62,881-48.4% |
| Participation rate | 80.8% | 68.9%+11.8pp | 75.8%+5.0pp | 69.3%+11.5pp |
| Annual return | 12.42% | 22.13%-9.7pp | 17.11%-4.7pp | 20.14%-7.7pp |
| Employer contribution / active EE | $3,688 | $1,943+89.8% | $3,715-0.7% | $2,281+61.7% |
| Participant deferral / active EE | $6,069 | $4,196+44.7% | $5,696+6.6% | $3,203+89.5% |
| Admin fee / account holder | $1,310 | $3,742-65.0% | $5,517-76.3% | $4,296-69.5% |