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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 | $29,927 | $65,082-54.0% | $81,367-63.2% | $59,633-49.8% |
| Participation rate | 96.0% | 76.0%+20.0pp | 82.3%+13.7pp | 68.7%+27.3pp |
| Annual return | 5.66% | 1.16%+4.5pp | -0.92%+6.6pp | 2041.45%-2035.8pp |
| Employer contribution / active EE | $5,966 | $2,934+103.4% | $3,930+51.8% | $2,203+170.8% |
| Participant deferral / active EE | $7,023 | $4,083+72.0% | $5,383+30.5% | $3,192+120.0% |
| Admin fee / account holder | $8,482 | $7,582+11.9% | $8,926-5.0% | $4,297+97.4% |