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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 | $45,328 | $52,379-13.5% | $46,225-1.9% | $273,970-83.5% |
| Participation rate | 81.8% | 84.0%-2.1pp | 79.5%+2.3pp | 83.0%-1.2pp |
| Annual return | 6.77% | 7.23%-0.5pp | 7.57%-0.8pp | 41.46%-34.7pp |
| Employer contribution / active EE | $3,286 | $4,226-22.3% | $3,424-4.0% | $4,869-32.5% |
| Participant deferral / active EE | $2,798 | $4,660-40.0% | $3,776-25.9% | $5,287-47.1% |
| Admin fee / account holder | $764 | $4,652-83.6% | $3,519-78.3% | $10,132-92.5% |