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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 | $48,325 | $63,845-24.3% | $81,370-40.6% | $80,959-40.3% |
| Participation rate | 77.8% | 63.9%+13.9pp | 69.5%+8.2pp | 67.7%+10.1pp |
| Annual return | 16.08% | 16.37%-0.3pp | 24.85%-8.8pp | 35.67%-19.6pp |
| Employer contribution / active EE | $2,778 | $1,980+40.3% | $2,464+12.8% | $2,757+0.8% |
| Participant deferral / active EE | $6,538 | $3,093+111.4% | $3,885+68.3% | $4,300+52.0% |
| Admin fee / account holder | $704 | $5,688-87.6% | $5,749-87.8% | $6,925-89.8% |