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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 | $52,078 | $60,349-13.7% | $74,184-29.8% | $62,881-17.2% |
| Participation rate | 84.8% | 72.7%+12.1pp | 76.6%+8.2pp | 69.3%+15.5pp |
| Annual return | 8.46% | 21.38%-12.9pp | 17.74%-9.3pp | 20.14%-11.7pp |
| Employer contribution / active EE | $2,146 | $1,680+27.7% | $2,370-9.5% | $2,281-5.9% |
| Participant deferral / active EE | $5,228 | $2,856+83.0% | $3,550+47.3% | $3,203+63.2% |
| Admin fee / account holder | $5,997 | $4,261+40.7% | $5,586+7.4% | $4,296+39.6% |