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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 | $47,091 | $99,345-52.6% | $84,753-44.4% | $273,972-82.8% |
| Participation rate | 94.1% | 80.7%+13.4pp | 76.6%+17.5pp | 83.0%+11.1pp |
| Annual return | 7.30% | 22.93%-15.6pp | 22.78%-15.5pp | 41.46%-34.2pp |
| Employer contribution / active EE | $22,724 | $4,214+439.3% | $3,574+535.7% | $4,869+366.7% |
| Participant deferral / active EE | $1,412 | $4,270-66.9% | $3,712-61.9% | $5,287-73.3% |
| Admin fee / account holder | $700 | $6,645-89.5% | $5,333-86.9% | $10,133-93.1% |