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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 | $81,487-26.7% | $102,412-41.7% | $80,935-26.2% |
| Participation rate | 75.0% | 66.8%+8.2pp | 74.5%+0.5pp | 67.7%+7.3pp |
| Annual return | 16.00% | 25.60%-9.6pp | 24.94%-8.9pp | 35.66%-19.7pp |
| Employer contribution / active EE | $3,895 | $3,103+25.5% | $3,870+0.7% | $2,757+41.3% |
| Participant deferral / active EE | $5,656 | $3,871+46.1% | $5,060+11.8% | $4,299+31.5% |
| Admin fee / account holder | $760 | $6,717-88.7% | $8,388-90.9% | $6,924-89.0% |