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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 | $56,348 | $60,352-6.6% | $74,185-24.0% | $62,881-10.4% |
| Participation rate | 78.1% | 72.7%+5.4pp | 76.6%+1.5pp | 69.3%+8.8pp |
| Annual return | 7.67% | 21.37%-13.7pp | 17.74%-10.1pp | 20.14%-12.5pp |
| Employer contribution / active EE | $1,252 | $1,680-25.5% | $2,370-47.2% | $2,281-45.1% |
| Participant deferral / active EE | $2,896 | $2,856+1.4% | $3,550-18.4% | $3,203-9.6% |
| Admin fee / account holder | $1,259 | $4,261-70.5% | $5,586-77.5% | $4,296-70.7% |