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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 | $26,027 | $52,911-50.8% | $73,309-64.5% | $59,633-56.4% |
| Participation rate | 92.9% | 68.2%+24.7pp | 74.9%+18.0pp | 68.7%+24.3pp |
| Annual return | 7.00% | 12.20%-5.2pp | 5.67%+1.3pp | 2041.40%-2034.4pp |
| Employer contribution / active EE | $4,134 | $1,909+116.6% | $3,237+27.7% | $2,203+87.7% |
| Participant deferral / active EE | $6,884 | $4,069+69.2% | $4,991+37.9% | $3,192+115.7% |
| Admin fee / account holder | $2,740 | $3,835-28.5% | $5,635-51.4% | $4,297-36.2% |