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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 | $40,808 | $60,349-32.4% | $74,184-45.0% | $62,881-35.1% |
| Participation rate | 77.5% | 72.7%+4.8pp | 76.6%+0.9pp | 69.3%+8.2pp |
| Annual return | 8.64% | 21.38%-12.7pp | 17.74%-9.1pp | 20.14%-11.5pp |
| Employer contribution / active EE | $1,272 | $1,680-24.3% | $2,370-46.3% | $2,281-44.2% |
| Participant deferral / active EE | $2,777 | $2,856-2.8% | $3,550-21.8% | $3,203-13.3% |
| Admin fee / account holder | $1,276 | $4,261-70.0% | $5,586-77.2% | $4,296-70.3% |