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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 | $33,960 | $60,349-43.7% | $74,183-54.2% | $62,891-46.0% |
| Participation rate | 92.5% | 72.7%+19.8pp | 76.6%+15.9pp | 69.3%+23.2pp |
| Annual return | 5.42% | 21.37%-16.0pp | 17.74%-12.3pp | 20.14%-14.7pp |
| Employer contribution / active EE | $5,753 | $1,680+242.4% | $2,370+142.8% | $2,281+152.2% |
| Participant deferral / active EE | $3,752 | $2,856+31.4% | $3,550+5.7% | $3,203+17.1% |
| Admin fee / account holder | $24,587 | $4,261+477.0% | $5,586+340.2% | $4,296+472.4% |