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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 | $39,593 | $96,956-59.2% | $69,779-43.3% | $273,972-85.5% |
| Participation rate | 81.8% | 77.1%+4.8pp | 71.8%+10.0pp | 83.0%-1.2pp |
| Annual return | 11.35% | 12.93%-1.6pp | 12.99%-1.6pp | 41.46%-30.1pp |
| Employer contribution / active EE | $8,326 | $3,316+151.1% | $2,338+256.1% | $4,869+71.0% |
| Participant deferral / active EE | $5,684 | $3,744+51.8% | $2,931+93.9% | $5,287+7.5% |
| Admin fee / account holder | $952 | $7,934-88.0% | $4,381-78.3% | $10,133-90.6% |