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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 | $44,513 | $93,064-52.2% | $74,577-40.3% | $273,972-83.8% |
| Participation rate | 90.9% | 74.9%+16.0pp | 68.1%+22.8pp | 83.0%+7.9pp |
| Annual return | 3.61% | 26.18%-22.6pp | 20.47%-16.9pp | 41.46%-37.8pp |
| Employer contribution / active EE | $11,190 | $3,160+254.1% | $2,525+343.1% | $4,869+129.8% |
| Participant deferral / active EE | $3,193 | $4,160-23.2% | $3,458-7.7% | $5,287-39.6% |
| Admin fee / account holder | $913 | $5,273-82.7% | $4,138-77.9% | $10,133-91.0% |