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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 | $46,333 | $69,977-33.8% | $108,582-57.3% | $62,881-26.3% |
| Participation rate | 96.8% | 72.9%+23.9pp | 79.6%+17.2pp | 69.3%+27.5pp |
| Annual return | 9.12% | 10.73%-1.6pp | -51.70%+60.8pp | 20.14%-11.0pp |
| Employer contribution / active EE | $2,743 | $2,135+28.5% | $3,758-27.0% | $2,281+20.3% |
| Participant deferral / active EE | $6,658 | $3,165+110.4% | $4,311+54.5% | $3,203+107.9% |
| Admin fee / account holder | $1,147 | $5,076-77.4% | $7,645-85.0% | $4,296-73.3% |