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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 | $38,660 | $60,349-35.9% | $74,184-47.9% | $62,881-38.5% |
| Participation rate | 89.1% | 72.7%+16.4pp | 76.6%+12.5pp | 69.3%+19.8pp |
| Annual return | 6.29% | 21.38%-15.1pp | 17.74%-11.4pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,275 | $1,680-24.1% | $2,370-46.2% | $2,281-44.1% |
| Participant deferral / active EE | $2,624 | $2,856-8.1% | $3,550-26.1% | $3,203-18.1% |
| Admin fee / account holder | $4,103 | $4,261-3.7% | $5,586-26.6% | $4,296-4.5% |