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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 | $38,590 | $54,380-29.0% | $68,509-43.7% | $59,633-35.3% |
| Participation rate | 85.3% | 70.2%+15.1pp | 74.7%+10.6pp | 68.7%+16.6pp |
| Annual return | 6.81% | 2.83%+4.0pp | 8.27%-1.5pp | 2041.45%-2034.6pp |
| Employer contribution / active EE | $1,244 | $1,539-19.1% | $2,278-45.4% | $2,203-43.5% |
| Participant deferral / active EE | $3,208 | $2,643+21.4% | $3,382-5.2% | $3,192+0.5% |
| Admin fee / account holder | $8,210 | $3,885+111.3% | $5,275+55.6% | $4,297+91.1% |