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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 | $50,449 | $60,349-16.4% | $74,184-32.0% | $62,881-19.8% |
| Participation rate | 88.5% | 72.7%+15.8pp | 76.6%+11.9pp | 69.3%+19.2pp |
| Annual return | 7.70% | 21.38%-13.7pp | 17.74%-10.0pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,035 | $1,680-38.4% | $2,370-56.3% | $2,281-54.6% |
| Participant deferral / active EE | $2,781 | $2,856-2.6% | $3,550-21.7% | $3,203-13.2% |
| Admin fee / account holder | $641 | $4,261-85.0% | $5,586-88.5% | $4,296-85.1% |