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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 | $55,289 | $41,377+33.6% | $109,313-49.4% | $62,881-12.1% |
| Participation rate | 82.9% | 57.5%+25.4pp | 71.3%+11.7pp | 69.3%+13.6pp |
| Annual return | 6.01% | 11.05%-5.0pp | 22.07%-16.1pp | 20.14%-14.1pp |
| Employer contribution / active EE | $1,033 | $1,276-19.1% | $3,892-73.5% | $2,281-54.7% |
| Participant deferral / active EE | $4,924 | $2,045+140.8% | $3,166+55.5% | $3,203+53.7% |
| Admin fee / account holder | $8,571 | $2,884+197.2% | $5,666+51.3% | $4,296+99.5% |