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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 | $30,783 | $60,349-49.0% | $74,184-58.5% | $62,881-51.0% |
| Participation rate | 82.5% | 72.7%+9.8pp | 76.6%+5.9pp | 69.3%+13.2pp |
| Annual return | 12.11% | 21.38%-9.3pp | 17.74%-5.6pp | 20.14%-8.0pp |
| Employer contribution / active EE | $3,703 | $1,680+120.4% | $2,370+56.2% | $2,281+62.3% |
| Participant deferral / active EE | $7,321 | $2,856+156.3% | $3,550+106.2% | $3,203+128.6% |
| Admin fee / account holder | $325 | $4,261-92.4% | $5,586-94.2% | $4,296-92.4% |