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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 | $59,699 | $81,457-26.7% | $103,378-42.3% | $80,911-26.2% |
| Participation rate | 75.0% | 66.8%+8.2pp | 74.5%+0.5pp | 67.6%+7.4pp |
| Annual return | 16.00% | 25.58%-9.6pp | 24.91%-8.9pp | 35.63%-19.6pp |
| Employer contribution / active EE | $3,895 | $3,107+25.4% | $3,870+0.6% | $2,756+41.4% |
| Participant deferral / active EE | $5,656 | $3,871+46.1% | $5,058+11.8% | $4,297+31.6% |
| Admin fee / account holder | $760 | $6,717-88.7% | $8,401-91.0% | $6,935-89.0% |