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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 | $37,305 | $52,379-28.8% | $46,225-19.3% | $273,972-86.4% |
| Participation rate | 78.3% | 84.0%-5.7pp | 79.5%-1.2pp | 83.0%-4.8pp |
| Annual return | 7.01% | 7.23%-0.2pp | 7.57%-0.6pp | 41.46%-34.4pp |
| Employer contribution / active EE | $1,715 | $4,226-59.4% | $3,424-49.9% | $4,869-64.8% |
| Participant deferral / active EE | $5,269 | $4,660+13.1% | $3,776+39.5% | $5,287-0.3% |
| Admin fee / account holder | $905 | $4,652-80.5% | $3,519-74.3% | $10,133-91.1% |