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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 | $37,488 | $105,623-64.5% | $87,502-57.2% | $273,972-86.3% |
| Participation rate | 94.1% | 78.2%+15.9pp | 73.8%+20.3pp | 83.0%+11.1pp |
| Annual return | 4.65% | 12.26%-7.6pp | 12.21%-7.6pp | 41.46%-36.8pp |
| Employer contribution / active EE | $5,882 | $3,141+87.3% | $2,550+130.7% | $4,869+20.8% |
| Participant deferral / active EE | $2,497 | $3,601-30.7% | $3,149-20.7% | $5,287-52.8% |
| Admin fee / account holder | $409 | $4,781-91.4% | $4,221-90.3% | $10,133-96.0% |