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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 | $44,999 | $57,352-21.5% | $83,831-46.3% | $64,173-29.9% |
| Participation rate | 79.6% | 68.6%+11.0pp | 76.1%+3.5pp | 69.6%+10.1pp |
| Annual return | 6.90% | 11.38%-4.5pp | 850.99%-844.1pp | 7.63%-0.7pp |
| Employer contribution / active EE | $1,575 | $2,546-38.1% | $3,631-56.6% | $2,381-33.9% |
| Participant deferral / active EE | $3,128 | $2,993+4.5% | $4,082-23.4% | $3,470-9.8% |
| Admin fee / account holder | $8,391 | $4,046+107.4% | $5,479+53.1% | $4,887+71.7% |