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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 | $46,610 | $60,349-22.8% | $74,184-37.2% | $62,881-25.9% |
| Participation rate | 78.6% | 72.7%+5.8pp | 76.6%+2.0pp | 69.3%+9.3pp |
| Annual return | 11.93% | 21.38%-9.4pp | 17.74%-5.8pp | 20.14%-8.2pp |
| Employer contribution / active EE | $2,195 | $1,680+30.6% | $2,370-7.4% | $2,281-3.8% |
| Participant deferral / active EE | $6,753 | $2,856+136.4% | $3,550+90.2% | $3,203+110.8% |
| Admin fee / account holder | $672 | $4,261-84.2% | $5,586-88.0% | $4,296-84.4% |