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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 | $12,320 | $75,541-83.7% | $152,093-91.9% | $82,637-85.1% |
| Participation rate | 91.0% | 66.5%+24.5pp | 77.8%+13.3pp | 68.1%+23.0pp |
| Annual return | 32.64% | 32.56%+0.1pp | 66.36%-33.7pp | 53.51%-20.9pp |
| Employer contribution / active EE | $1,197 | $2,622-54.4% | $4,175-71.3% | $2,552-53.1% |
| Participant deferral / active EE | $4,043 | $3,206+26.1% | $5,451-25.8% | $4,126-2.0% |
| Admin fee / account holder | $374 | $6,405-94.2% | $14,497-97.4% | $7,339-94.9% |