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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 | $38,066 | $56,894-33.1% | $84,753-55.1% | $62,881-39.5% |
| Participation rate | 96.4% | 68.5%+27.9pp | 76.6%+19.8pp | 69.3%+27.1pp |
| Annual return | 8.27% | 6.30%+2.0pp | 22.78%-14.5pp | 20.14%-11.9pp |
| Employer contribution / active EE | $12,592 | $2,400+424.7% | $3,574+252.3% | $2,281+452.1% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $5,973 | $3,581+66.8% | $5,333+12.0% | $4,296+39.0% |