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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 | $40,612 | $99,345-59.1% | $84,753-52.1% | $273,972-85.2% |
| Participation rate | 88.2% | 80.7%+7.5pp | 76.6%+11.6pp | 83.0%+5.2pp |
| Annual return | 8.14% | 22.93%-14.8pp | 22.78%-14.6pp | 41.46%-33.3pp |
| Employer contribution / active EE | $2,198 | $4,214-47.8% | $3,574-38.5% | $4,869-54.8% |
| Participant deferral / active EE | $7,082 | $4,270+65.9% | $3,712+90.8% | $5,287+33.9% |
| Admin fee / account holder | $605 | $6,645-90.9% | $5,333-88.7% | $10,133-94.0% |