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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 | $37,689 | $48,364-22.1% | $71,796-47.5% | $62,881-40.1% |
| Participation rate | 74.1% | 60.6%+13.5pp | 69.1%+5.0pp | 69.3%+4.8pp |
| Annual return | 4.95% | 13.16%-8.2pp | 78.04%-73.1pp | 20.14%-15.2pp |
| Employer contribution / active EE | $1,762 | $1,042+69.1% | $1,924-8.4% | $2,281-22.8% |
| Participant deferral / active EE | $2,720 | $2,091+30.1% | $2,794-2.7% | $3,203-15.1% |
| Admin fee / account holder | $465 | $3,771-87.7% | $4,815-90.3% | $4,296-89.2% |