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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 | $29,926 | $88,707-66.3% | $74,184-59.7% | $273,972-89.1% |
| Participation rate | 94.1% | 79.4%+14.7pp | 76.6%+17.5pp | 83.0%+11.1pp |
| Annual return | 6.23% | 11.94%-5.7pp | 17.74%-11.5pp | 41.46%-35.2pp |
| Employer contribution / active EE | $2,030 | $3,159-35.7% | $2,370-14.3% | $4,869-58.3% |
| Participant deferral / active EE | $3,051 | $4,212-27.6% | $3,550-14.0% | $5,287-42.3% |
| Admin fee / account holder | $376 | $8,717-95.7% | $5,586-93.3% | $10,133-96.3% |