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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 | $62,383 | $66,764-6.6% | $88,497-29.5% | $62,881-0.8% |
| Participation rate | 92.3% | 77.3%+15.0pp | 82.4%+9.9pp | 69.3%+23.0pp |
| Annual return | 7.30% | 10.37%-3.1pp | 7.63%-0.3pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,956 | $3,077-36.4% | $4,036-51.5% | $2,281-14.2% |
| Participant deferral / active EE | $3,986 | $3,976+0.3% | $4,899-18.6% | $3,203+24.5% |
| Admin fee / account holder | $2,646 | $4,668-43.3% | $6,220-57.5% | $4,296-38.4% |