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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 | $29,506 | $69,977-57.8% | $108,582-72.8% | $62,881-53.1% |
| Participation rate | 92.6% | 72.9%+19.7pp | 79.6%+13.0pp | 69.3%+23.3pp |
| Annual return | 7.13% | 10.73%-3.6pp | -51.70%+58.8pp | 20.14%-13.0pp |
| Employer contribution / active EE | $4,737 | $2,135+121.9% | $3,758+26.0% | $2,281+107.7% |
| Participant deferral / active EE | $3,282 | $3,165+3.7% | $4,311-23.9% | $3,203+2.5% |
| Admin fee / account holder | $451 | $5,076-91.1% | $7,645-94.1% | $4,296-89.5% |