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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 | $29,488 | $76,551-61.5% | $123,894-76.2% | $62,881-53.1% |
| Participation rate | 94.4% | 73.0%+21.5pp | 81.4%+13.0pp | 69.3%+25.1pp |
| Annual return | 10.07% | 18.68%-8.6pp | 47.52%-37.4pp | 20.14%-10.1pp |
| Employer contribution / active EE | $2,068 | $2,882-28.3% | $4,617-55.2% | $2,281-9.3% |
| Participant deferral / active EE | $3,481 | $4,840-28.1% | $5,984-41.8% | $3,203+8.7% |
| Admin fee / account holder | $355 | $4,826-92.6% | $8,357-95.8% | $4,296-91.7% |