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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 | $33,122 | $56,894-41.8% | $84,753-60.9% | $62,881-47.3% |
| Participation rate | 86.2% | 68.5%+17.7pp | 76.6%+9.6pp | 69.3%+16.9pp |
| Annual return | 4.46% | 6.30%-1.8pp | 22.78%-18.3pp | 20.14%-15.7pp |
| Employer contribution / active EE | $8,123 | $2,400+238.5% | $3,574+127.2% | $2,281+256.1% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $8,347 | $3,581+133.1% | $5,333+56.5% | $4,296+94.3% |