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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 | $33,717 | $70,002-51.8% | $115,037-70.7% | $52,331-35.6% |
| Participation rate | 91.1% | 72.1%+19.0pp | 81.4%+9.7pp | 68.1%+23.0pp |
| Annual return | 4.07% | 4.04%0pp | 26.14%-22.1pp | 4.54%-0.5pp |
| Employer contribution / active EE | $3,411 | $2,715+25.7% | $4,608-26.0% | $1,882+81.3% |
| Participant deferral / active EE | $6,020 | $4,920+22.4% | $6,026-0.1% | $3,022+99.2% |
| Admin fee / account holder | $2,081 | $566+267.7% | $8,175-74.5% | $592+251.8% |