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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 | $53,295 | $96,558-44.8% | $80,977-34.2% | $273,972-80.5% |
| Participation rate | 88.9% | 79.1%+9.8pp | 75.8%+13.1pp | 83.0%+5.9pp |
| Annual return | 7.53% | 15.14%-7.6pp | 17.11%-9.6pp | 41.46%-33.9pp |
| Employer contribution / active EE | $2,745 | $4,869-43.6% | $3,715-26.1% | $4,869-43.6% |
| Participant deferral / active EE | $4,842 | $6,598-26.6% | $5,696-15.0% | $5,287-8.4% |
| Admin fee / account holder | $429 | $7,493-94.3% | $5,517-92.2% | $10,133-95.8% |