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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 | $52,958 | $76,551-30.8% | $123,894-57.3% | $62,881-15.8% |
| Participation rate | 82.1% | 73.0%+9.1pp | 81.4%+0.6pp | 69.3%+12.7pp |
| Annual return | 8.33% | 18.68%-10.3pp | 47.52%-39.2pp | 20.14%-11.8pp |
| Employer contribution / active EE | $986 | $2,882-65.8% | $4,617-78.6% | $2,281-56.8% |
| Participant deferral / active EE | $2,937 | $4,840-39.3% | $5,984-50.9% | $3,203-8.3% |
| Admin fee / account holder | $490 | $4,826-89.8% | $8,357-94.1% | $4,296-88.6% |