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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 | $34,627 | $87,180-60.3% | $173,703-80.1% | $94,015-63.2% |
| Participation rate | 87.5% | 65.6%+21.9pp | 75.9%+11.6pp | 70.8%+16.7pp |
| Annual return | 14.80% | 14.17%+0.6pp | 17.46%-2.7pp | 17.84%-3.0pp |
| Employer contribution / active EE | $7,143 | $2,494+186.4% | $4,288+66.6% | $2,790+156.0% |
| Participant deferral / active EE | $0 | $3,343-100.0% | $4,854-100.0% | $4,249-100.0% |
| Admin fee / account holder | $2,050 | $7,506-72.7% | $15,562-86.8% | $8,951-77.1% |