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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 | $39,117 | $69,518-43.7% | $59,883-34.7% | $135,382-71.1% |
| Participation rate | 95.5% | 77.8%+17.6pp | 74.7%+20.8pp | 82.6%+12.8pp |
| Annual return | 10.63% | 7.95%+2.7pp | 3.46%+7.2pp | 519.77%-509.1pp |
| Employer contribution / active EE | $944 | $3,235-70.8% | $2,722-65.3% | $4,779-80.2% |
| Participant deferral / active EE | $2,005 | $4,204-52.3% | $3,402-41.1% | $5,609-64.3% |
| Admin fee / account holder | $3,775 | $5,734-34.2% | $3,591+5.1% | $10,829-65.1% |