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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 | $46,687 | $76,551-39.0% | $123,894-62.3% | $62,881-25.8% |
| Participation rate | 96.0% | 73.0%+23.0pp | 81.4%+14.6pp | 69.3%+26.7pp |
| Annual return | 6.91% | 18.68%-11.8pp | 47.52%-40.6pp | 20.14%-13.2pp |
| Employer contribution / active EE | $3,900 | $2,882+35.3% | $4,617-15.5% | $2,281+71.0% |
| Participant deferral / active EE | $7,616 | $4,840+57.4% | $5,984+27.3% | $3,203+137.8% |
| Admin fee / account holder | $733 | $4,826-84.8% | $8,357-91.2% | $4,296-82.9% |