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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 | $42,475 | $56,894-25.3% | $84,753-49.9% | $62,881-32.5% |
| Participation rate | 81.1% | 68.5%+12.5pp | 76.6%+4.5pp | 69.3%+11.8pp |
| Annual return | 12.90% | 6.30%+6.6pp | 22.78%-9.9pp | 20.14%-7.2pp |
| Employer contribution / active EE | $10,674 | $2,400+344.8% | $3,574+198.6% | $2,281+368.0% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $6,924 | $3,581+93.3% | $5,333+29.8% | $4,296+61.2% |