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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 | $30,484 | $68,573-55.5% | $120,368-74.7% | $80,874-62.3% |
| Participation rate | 85.2% | 61.6%+23.6pp | 71.9%+13.3pp | 67.6%+17.5pp |
| Annual return | 10.94% | 23.61%-12.7pp | 107.26%-96.3pp | 35.62%-24.7pp |
| Employer contribution / active EE | $3,723 | $2,052+81.4% | $3,465+7.4% | $2,756+35.1% |
| Participant deferral / active EE | $5,891 | $3,174+85.6% | $4,991+18.0% | $4,297+37.1% |
| Admin fee / account holder | $4,648 | $5,734-18.9% | $9,429-50.7% | $6,935-33.0% |