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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 | $39,489 | $52,306-24.5% | $69,779-43.4% | $62,881-37.2% |
| Participation rate | 77.5% | 67.2%+10.3pp | 71.8%+5.7pp | 69.3%+8.2pp |
| Annual return | 12.64% | 13.35%-0.7pp | 12.99%-0.3pp | 20.14%-7.5pp |
| Employer contribution / active EE | $5,396 | $1,799+199.9% | $2,338+130.8% | $2,281+136.6% |
| Participant deferral / active EE | $3,696 | $2,395+54.3% | $2,931+26.1% | $3,203+15.4% |
| Admin fee / account holder | $969 | $3,691-73.8% | $4,381-77.9% | $4,296-77.5% |