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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 | $27,762 | $60,349-54.0% | $74,184-62.6% | $62,881-55.8% |
| Participation rate | 83.6% | 72.7%+10.9pp | 76.6%+7.0pp | 69.3%+14.3pp |
| Annual return | 10.97% | 21.38%-10.4pp | 17.74%-6.8pp | 20.14%-9.2pp |
| Employer contribution / active EE | $3,734 | $1,680+122.2% | $2,370+57.5% | $2,281+63.7% |
| Participant deferral / active EE | $8,706 | $2,856+204.8% | $3,550+145.3% | $3,203+171.8% |
| Admin fee / account holder | $1,972 | $4,261-53.7% | $5,586-64.7% | $4,296-54.1% |