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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 | $60,278 | $76,551-21.3% | $123,894-51.3% | $62,881-4.1% |
| Participation rate | 78.6% | 73.0%+5.6pp | 81.4%-2.8pp | 69.3%+9.3pp |
| Annual return | 9.08% | 18.68%-9.6pp | 47.52%-38.4pp | 20.14%-11.1pp |
| Employer contribution / active EE | $2,933 | $2,882+1.7% | $4,617-36.5% | $2,281+28.6% |
| Participant deferral / active EE | $4,613 | $4,840-4.7% | $5,984-22.9% | $3,203+44.0% |
| Admin fee / account holder | $957 | $4,826-80.2% | $8,357-88.6% | $4,296-77.7% |