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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 | $35,469 | $60,352-41.2% | $74,185-52.2% | $62,881-43.6% |
| Participation rate | 87.8% | 72.7%+15.1pp | 76.6%+11.2pp | 69.3%+18.5pp |
| Annual return | 7.53% | 21.37%-13.8pp | 17.74%-10.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $2,343 | $1,680+39.4% | $2,370-1.1% | $2,281+2.7% |
| Participant deferral / active EE | $4,439 | $2,856+55.4% | $3,550+25.0% | $3,203+38.6% |
| Admin fee / account holder | $1,381 | $4,261-67.6% | $5,586-75.3% | $4,296-67.9% |