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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 | $41,127 | $87,106-52.8% | $105,607-61.1% | $80,935-49.2% |
| Participation rate | 92.0% | 70.4%+21.6pp | 75.3%+16.7pp | 67.7%+24.3pp |
| Annual return | 12.22% | 17.01%-4.8pp | 116.11%-103.9pp | 35.66%-23.4pp |
| Employer contribution / active EE | $3,593 | $2,396+49.9% | $3,167+13.4% | $2,757+30.3% |
| Participant deferral / active EE | $6,820 | $3,986+71.1% | $5,011+36.1% | $4,299+58.6% |
| Admin fee / account holder | $3,495 | $8,447-58.6% | $10,958-68.1% | $6,924-49.5% |