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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 | $28,486 | $99,345-71.3% | $84,753-66.4% | $273,972-89.6% |
| Participation rate | 93.3% | 80.7%+12.6pp | 76.6%+16.7pp | 83.0%+10.3pp |
| Annual return | 6.39% | 22.93%-16.5pp | 22.78%-16.4pp | 41.46%-35.1pp |
| Employer contribution / active EE | $7,211 | $4,214+71.1% | $3,574+101.7% | $4,869+48.1% |
| Participant deferral / active EE | $4,400 | $4,270+3.1% | $3,712+18.5% | $5,287-16.8% |
| Admin fee / account holder | $1,173 | $6,645-82.4% | $5,333-78.0% | $10,133-88.4% |