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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 | $32,798 | $71,197-53.9% | $93,669-65.0% | $80,925-59.5% |
| Participation rate | 89.8% | 60.4%+29.4pp | 68.7%+21.1pp | 67.7%+22.1pp |
| Annual return | 11.40% | 11.27%+0.1pp | 133.59%-122.2pp | 35.65%-24.2pp |
| Employer contribution / active EE | $2,988 | $1,565+91.0% | $2,424+23.3% | $2,756+8.4% |
| Participant deferral / active EE | $4,549 | $4,036+12.7% | $4,416+3.0% | $4,299+5.8% |
| Admin fee / account holder | $5,147 | $6,959-26.0% | $8,291-37.9% | $6,940-25.8% |