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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 | $58,247 | $60,349-3.5% | $74,184-21.5% | $62,881-7.4% |
| Participation rate | 80.0% | 72.7%+7.3pp | 76.6%+3.4pp | 69.3%+10.7pp |
| Annual return | 7.70% | 21.38%-13.7pp | 17.74%-10.0pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,043 | $1,680-37.9% | $2,370-56.0% | $2,281-54.3% |
| Participant deferral / active EE | $2,931 | $2,856+2.6% | $3,550-17.4% | $3,203-8.5% |
| Admin fee / account holder | $3,642 | $4,261-14.5% | $5,586-34.8% | $4,296-15.2% |