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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 | $35,228 | $56,894-38.1% | $84,753-58.4% | $62,881-44.0% |
| Participation rate | 80.6% | 68.5%+12.1pp | 76.6%+4.1pp | 69.3%+11.3pp |
| Annual return | 7.37% | 6.30%+1.1pp | 22.78%-15.4pp | 20.14%-12.8pp |
| Employer contribution / active EE | $2,563 | $2,400+6.8% | $3,574-28.3% | $2,281+12.4% |
| Participant deferral / active EE | $4,077 | $2,709+50.5% | $3,712+9.8% | $3,203+27.3% |
| Admin fee / account holder | $12,111 | $3,581+238.2% | $5,333+127.1% | $4,296+181.9% |