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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 | $40,554 | $60,349-32.8% | $74,184-45.3% | $62,881-35.5% |
| Participation rate | 89.7% | 72.7%+17.0pp | 76.6%+13.1pp | 69.3%+20.4pp |
| Annual return | 6.93% | 21.38%-14.4pp | 17.74%-10.8pp | 20.14%-13.2pp |
| Employer contribution / active EE | $3,250 | $1,680+93.4% | $2,370+37.1% | $2,281+42.5% |
| Participant deferral / active EE | $4,904 | $2,856+71.7% | $3,550+38.1% | $3,203+53.1% |
| Admin fee / account holder | $2,413 | $4,261-43.4% | $5,586-56.8% | $4,296-43.8% |