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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 | $49,730 | $86,949-42.8% | $102,460-51.5% | $80,959-38.6% |
| Participation rate | 76.6% | 72.4%+4.2pp | 76.5%+0.1pp | 67.7%+8.9pp |
| Annual return | 13.67% | 18.89%-5.2pp | 29.47%-15.8pp | 35.67%-22.0pp |
| Employer contribution / active EE | $2,422 | $2,370+2.2% | $3,025-19.9% | $2,757-12.1% |
| Participant deferral / active EE | $3,403 | $4,121-17.4% | $5,056-32.7% | $4,300-20.9% |
| Admin fee / account holder | $336 | $8,048-95.8% | $9,460-96.4% | $6,925-95.1% |