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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 | $58,975 | $76,551-23.0% | $123,894-52.4% | $62,881-6.2% |
| Participation rate | 92.6% | 73.0%+19.6pp | 81.4%+11.2pp | 69.3%+23.3pp |
| Annual return | 7.02% | 18.68%-11.7pp | 47.52%-40.5pp | 20.14%-13.1pp |
| Employer contribution / active EE | $2,585 | $2,882-10.3% | $4,617-44.0% | $2,281+13.4% |
| Participant deferral / active EE | $2,444 | $4,840-49.5% | $5,984-59.2% | $3,203-23.7% |
| Admin fee / account holder | $429 | $4,826-91.1% | $8,357-94.9% | $4,296-90.0% |