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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 | $42,448 | $72,404-41.4% | $110,243-61.5% | $64,173-33.9% |
| Participation rate | 90.0% | 73.3%+16.7pp | 79.8%+10.2pp | 69.6%+20.4pp |
| Annual return | 4.17% | -6.29%+10.5pp | 314.76%-310.6pp | 7.63%-3.5pp |
| Employer contribution / active EE | $3,566 | $2,282+56.3% | $3,827-6.8% | $2,381+49.8% |
| Participant deferral / active EE | $3,151 | $3,469-9.2% | $4,672-32.6% | $3,470-9.2% |
| Admin fee / account holder | $662 | $5,664-88.3% | $8,548-92.3% | $4,887-86.4% |