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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 | $46,783 | $60,349-22.5% | $74,184-36.9% | $62,881-25.6% |
| Participation rate | 96.9% | 72.7%+24.1pp | 76.6%+20.3pp | 69.3%+27.6pp |
| Annual return | 7.24% | 21.38%-14.1pp | 17.74%-10.5pp | 20.14%-12.9pp |
| Employer contribution / active EE | $7,424 | $1,680+341.8% | $2,370+213.2% | $2,281+225.5% |
| Participant deferral / active EE | $3,754 | $2,856+31.4% | $3,550+5.8% | $3,203+17.2% |
| Admin fee / account holder | $705 | $4,261-83.4% | $5,586-87.4% | $4,296-83.6% |