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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 | $81,446-26.7% | $103,374-42.3% | $80,874-26.2% |
| Participation rate | 75.0% | 66.9%+8.1pp | 74.5%+0.5pp | 67.6%+7.4pp |
| Annual return | 16.00% | 25.57%-9.6pp | 24.89%-8.9pp | 35.62%-19.6pp |
| Employer contribution / active EE | $3,895 | $3,107+25.4% | $3,869+0.7% | $2,756+41.4% |
| Participant deferral / active EE | $5,656 | $3,870+46.1% | $5,058+11.8% | $4,297+31.6% |
| Admin fee / account holder | $760 | $6,715-88.7% | $8,394-90.9% | $6,935-89.0% |