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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 | $28,384 | $56,287-49.6% | $80,977-64.9% | $62,881-54.9% |
| Participation rate | 85.7% | 68.9%+16.8pp | 75.8%+9.9pp | 69.3%+16.4pp |
| Annual return | 7.26% | 22.13%-14.9pp | 17.11%-9.8pp | 20.14%-12.9pp |
| Employer contribution / active EE | $4,215 | $1,943+116.9% | $3,715+13.5% | $2,281+84.8% |
| Participant deferral / active EE | $4,917 | $4,196+17.2% | $5,696-13.7% | $3,203+53.5% |
| Admin fee / account holder | $7,482 | $3,742+99.9% | $5,517+35.6% | $4,296+74.2% |