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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 | $24,251 | $46,689-48.1% | $117,498-79.4% | $68,495-64.6% |
| Participation rate | 96.3% | 56.8%+39.5pp | 70.6%+25.7pp | 67.9%+28.4pp |
| Annual return | 2.87% | -14.52%+17.4pp | 29.75%-26.9pp | -7.84%+10.7pp |
| Employer contribution / active EE | $4,496 | $1,505+198.7% | $4,178+7.6% | $2,596+73.2% |
| Participant deferral / active EE | $8,585 | $2,637+225.6% | $4,071+110.9% | $4,028+113.2% |
| Admin fee / account holder | $2,724 | $4,021-32.3% | $5,646-51.8% | $5,403-49.6% |