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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 | $38,022 | $41,377-8.1% | $109,313-65.2% | $62,881-39.5% |
| Participation rate | 77.5% | 57.5%+20.0pp | 71.3%+6.2pp | 69.3%+8.2pp |
| Annual return | 6.44% | 11.05%-4.6pp | 22.07%-15.6pp | 20.14%-13.7pp |
| Employer contribution / active EE | $3,336 | $1,276+161.5% | $3,892-14.3% | $2,281+46.3% |
| Participant deferral / active EE | $4,924 | $2,045+140.8% | $3,166+55.5% | $3,203+53.7% |
| Admin fee / account holder | $28,108 | $2,884+874.6% | $5,666+396.0% | $4,296+554.3% |