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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 | $29,149 | $58,587-50.2% | $83,322-65.0% | $64,173-54.6% |
| Participation rate | 88.5% | 72.0%+16.4pp | 77.8%+10.7pp | 69.6%+18.9pp |
| Annual return | 5.67% | 9.65%-4.0pp | 10.64%-5.0pp | 7.63%-2.0pp |
| Employer contribution / active EE | $3,573 | $2,098+70.3% | $3,379+5.7% | $2,381+50.1% |
| Participant deferral / active EE | $6,009 | $4,654+29.1% | $5,565+8.0% | $3,470+73.2% |
| Admin fee / account holder | $495 | $9,279-94.7% | $7,540-93.4% | $4,887-89.9% |