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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 | $47,319 | $73,978-36.0% | $96,515-51.0% | $75,173-37.1% |
| Participation rate | 77.8% | 66.4%+11.3pp | 74.3%+3.4pp | 67.2%+10.6pp |
| Annual return | 22.04% | 26.72%-4.7pp | 35.73%-13.7pp | 160.72%-138.7pp |
| Employer contribution / active EE | $2,596 | $2,931-11.4% | $3,740-30.6% | $2,671-2.8% |
| Participant deferral / active EE | $6,485 | $3,660+77.2% | $4,880+32.9% | $4,126+57.2% |
| Admin fee / account holder | $302 | $5,219-94.2% | $6,735-95.5% | $5,651-94.7% |