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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 | $38,032 | $93,346-59.3% | $71,796-47.0% | $273,972-86.1% |
| Participation rate | 91.7% | 76.5%+15.1pp | 69.1%+22.6pp | 83.0%+8.7pp |
| Annual return | 7.60% | 130.39%-122.8pp | 78.04%-70.4pp | 41.46%-33.9pp |
| Employer contribution / active EE | $2,507 | $2,733-8.3% | $1,924+30.3% | $4,869-48.5% |
| Participant deferral / active EE | $4,123 | $3,475+18.6% | $2,794+47.5% | $5,287-22.0% |
| Admin fee / account holder | $1,298 | $6,571-80.2% | $4,815-73.0% | $10,133-87.2% |