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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 | $56,826 | $60,349-5.8% | $74,184-23.4% | $62,881-9.6% |
| Participation rate | 83.8% | 72.7%+11.1pp | 76.6%+7.2pp | 69.3%+14.5pp |
| Annual return | 7.09% | 21.38%-14.3pp | 17.74%-10.6pp | 20.14%-13.1pp |
| Employer contribution / active EE | $2,533 | $1,680+50.7% | $2,370+6.9% | $2,281+11.0% |
| Participant deferral / active EE | $4,796 | $2,856+67.9% | $3,550+35.1% | $3,203+49.7% |
| Admin fee / account holder | $740 | $4,261-82.6% | $5,586-86.8% | $4,296-82.8% |