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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 | $49,021 | $56,894-13.8% | $84,753-42.2% | $62,881-22.0% |
| Participation rate | 96.3% | 68.5%+27.8pp | 76.6%+19.7pp | 69.3%+27.0pp |
| Annual return | 7.59% | 6.30%+1.3pp | 22.78%-15.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,111 | $2,400-53.7% | $3,574-68.9% | $2,281-51.3% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $7,245 | $3,581+102.3% | $5,333+35.8% | $4,296+68.7% |