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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 | $50,998 | $60,349-15.5% | $74,184-31.3% | $62,881-18.9% |
| Participation rate | 94.0% | 72.7%+21.2pp | 76.6%+17.4pp | 69.3%+24.7pp |
| Annual return | 10.13% | 21.38%-11.2pp | 17.74%-7.6pp | 20.14%-10.0pp |
| Employer contribution / active EE | $644 | $1,680-61.7% | $2,370-72.8% | $2,281-71.8% |
| Participant deferral / active EE | $4,104 | $2,856+43.7% | $3,550+15.6% | $3,203+28.1% |
| Admin fee / account holder | $1,348 | $4,261-68.4% | $5,586-75.9% | $4,296-68.6% |