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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 | $55,857 | $76,551-27.0% | $123,894-54.9% | $62,881-11.2% |
| Participation rate | 74.1% | 73.0%+1.1pp | 81.4%-7.3pp | 69.3%+4.8pp |
| Annual return | 8.00% | 18.68%-10.7pp | 47.52%-39.5pp | 20.14%-12.1pp |
| Employer contribution / active EE | $1,592 | $2,882-44.8% | $4,617-65.5% | $2,281-30.2% |
| Participant deferral / active EE | $3,037 | $4,840-37.2% | $5,984-49.2% | $3,203-5.2% |
| Admin fee / account holder | $488 | $4,826-89.9% | $8,357-94.2% | $4,296-88.6% |