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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 | $29,227 | $81,457-64.1% | $103,378-71.7% | $80,911-63.9% |
| Participation rate | 70.3% | 66.8%+3.4pp | 74.5%-4.2pp | 67.6%+2.6pp |
| Annual return | 10.90% | 25.58%-14.7pp | 24.91%-14.0pp | 35.63%-24.7pp |
| Employer contribution / active EE | $5,971 | $3,107+92.2% | $3,870+54.3% | $2,756+116.7% |
| Participant deferral / active EE | $1,818 | $3,871-53.0% | $5,058-64.0% | $4,297-57.7% |
| Admin fee / account holder | $5,120 | $6,717-23.8% | $8,401-39.1% | $6,935-26.2% |