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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 | $42,447 | $88,707-52.1% | $74,184-42.8% | $273,972-84.5% |
| Participation rate | 90.0% | 79.4%+10.6pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | 4.46% | 11.94%-7.5pp | 17.74%-13.3pp | 41.46%-37.0pp |
| Employer contribution / active EE | $7,500 | $3,159+137.4% | $2,370+216.4% | $4,869+54.0% |
| Participant deferral / active EE | $1,245 | $4,212-70.5% | $3,550-64.9% | $5,287-76.5% |
| Admin fee / account holder | $7,700 | $8,717-11.7% | $5,586+37.9% | $10,133-24.0% |