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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 | $57,793 | $60,349-4.2% | $74,184-22.1% | $62,881-8.1% |
| Participation rate | 87.7% | 72.7%+15.0pp | 76.6%+11.1pp | 69.3%+18.4pp |
| Annual return | 7.23% | 21.38%-14.1pp | 17.74%-10.5pp | 20.14%-12.9pp |
| Employer contribution / active EE | $981 | $1,680-41.6% | $2,370-58.6% | $2,281-57.0% |
| Participant deferral / active EE | $1,568 | $2,856-45.1% | $3,550-55.8% | $3,203-51.0% |
| Admin fee / account holder | $711 | $4,261-83.3% | $5,586-87.3% | $4,296-83.4% |