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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 | $68,404 | $88,707-22.9% | $74,184-7.8% | $273,972-75.0% |
| Participation rate | 78.6% | 79.4%-0.9pp | 76.6%+2.0pp | 83.0%-4.4pp |
| Annual return | 7.24% | 11.94%-4.7pp | 17.74%-10.5pp | 41.46%-34.2pp |
| Employer contribution / active EE | $769 | $3,159-75.7% | $2,370-67.5% | $4,869-84.2% |
| Participant deferral / active EE | $6,242 | $4,212+48.2% | $3,550+75.9% | $5,287+18.1% |
| Admin fee / account holder | $470 | $8,717-94.6% | $5,586-91.6% | $10,133-95.4% |