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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 | $38,924 | $58,848-33.9% | $88,179-55.9% | $82,637-52.9% |
| Participation rate | 96.3% | 57.9%+38.4pp | 69.1%+27.2pp | 68.1%+28.2pp |
| Annual return | 16.24% | 22.76%-6.5pp | 64.97%-48.7pp | 53.51%-37.3pp |
| Employer contribution / active EE | $5,059 | $1,678+201.4% | $2,549+98.4% | $2,552+98.2% |
| Participant deferral / active EE | $2,609 | $3,124-16.5% | $4,614-43.5% | $4,126-36.8% |
| Admin fee / account holder | $7,560 | $4,795+57.7% | $7,673-1.5% | $7,339+3.0% |