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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 | $36,796 | $77,816-52.7% | $123,552-70.2% | $64,173-42.7% |
| Participation rate | 96.9% | 74.7%+22.2pp | 82.3%+14.6pp | 69.6%+27.3pp |
| Annual return | 6.17% | 12.49%-6.3pp | 119.20%-113.0pp | 7.63%-1.5pp |
| Employer contribution / active EE | $3,008 | $3,014-0.2% | $4,628-35.0% | $2,381+26.3% |
| Participant deferral / active EE | $8,373 | $5,240+59.8% | $6,426+30.3% | $3,470+141.3% |
| Admin fee / account holder | $3,852 | $5,519-30.2% | $9,285-58.5% | $4,887-21.2% |