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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 | $41,413 | $96,956-57.3% | $69,779-40.7% | $273,972-84.9% |
| Participation rate | 93.3% | 77.1%+16.3pp | 71.8%+21.5pp | 83.0%+10.3pp |
| Annual return | 3.34% | 12.93%-9.6pp | 12.99%-9.7pp | 41.46%-38.1pp |
| Employer contribution / active EE | $4,544 | $3,316+37.0% | $2,338+94.3% | $4,869-6.7% |
| Participant deferral / active EE | $8,889 | $3,744+137.4% | $2,931+203.3% | $5,287+68.1% |
| Admin fee / account holder | $1,117 | $7,934-85.9% | $4,381-74.5% | $10,133-89.0% |