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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 | $27,000 | $51,708-47.8% | $106,619-74.7% | $62,881-57.1% |
| Participation rate | 82.4% | 66.9%+15.5pp | 78.0%+4.4pp | 69.3%+13.0pp |
| Annual return | 9.45% | 4.69%+4.8pp | 9.42%0pp | 20.14%-10.7pp |
| Employer contribution / active EE | $3,345 | $1,764+89.7% | $3,947-15.2% | $2,281+46.7% |
| Participant deferral / active EE | $4,253 | $2,315+83.7% | $3,930+8.2% | $3,203+32.8% |
| Admin fee / account holder | $863 | $3,349-74.2% | $6,418-86.6% | $4,296-79.9% |