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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 | $38,497 | $69,977-45.0% | $108,582-64.5% | $62,881-38.8% |
| Participation rate | 96.2% | 72.9%+23.3pp | 79.6%+16.6pp | 69.3%+26.8pp |
| Annual return | 7.77% | 10.73%-3.0pp | -51.70%+59.5pp | 20.14%-12.4pp |
| Employer contribution / active EE | $864 | $2,135-59.5% | $3,758-77.0% | $2,281-62.1% |
| Participant deferral / active EE | $6,099 | $3,165+92.7% | $4,311+41.5% | $3,203+90.4% |
| Admin fee / account holder | $423 | $5,076-91.7% | $7,645-94.5% | $4,296-90.2% |