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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 | $38,765 | $65,712-41.0% | $57,196-32.2% | $273,972-85.9% |
| Participation rate | 92.9% | 78.3%+14.5pp | 75.3%+17.5pp | 83.0%+9.8pp |
| Annual return | 8.81% | 22.01%-13.2pp | 14.59%-5.8pp | 41.46%-32.6pp |
| Employer contribution / active EE | $4,442 | $3,280+35.4% | $2,683+65.6% | $4,869-8.8% |
| Participant deferral / active EE | $0 | $3,782-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,348 | $4,838-30.8% | $3,141+6.6% | $10,133-67.0% |