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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 | $27,781 | $77,816-64.3% | $123,549-77.5% | $64,181-56.7% |
| Participation rate | 85.7% | 74.7%+11.0pp | 82.3%+3.4pp | 69.6%+16.1pp |
| Annual return | 7.61% | 12.49%-4.9pp | 119.20%-111.6pp | 7.63%0pp |
| Employer contribution / active EE | $5,096 | $3,014+69.1% | $4,628+10.1% | $2,381+114.1% |
| Participant deferral / active EE | $9,910 | $5,240+89.1% | $6,426+54.2% | $3,470+185.6% |
| Admin fee / account holder | $4,250 | $5,519-23.0% | $9,284-54.2% | $4,887-13.0% |