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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 | $46,910 | $69,518-32.5% | $59,883-21.7% | $135,382-65.4% |
| Participation rate | 88.2% | 77.8%+10.4pp | 74.7%+13.5pp | 82.6%+5.6pp |
| Annual return | 7.51% | 7.95%-0.4pp | 3.46%+4.0pp | 519.77%-512.3pp |
| Employer contribution / active EE | $882 | $3,235-72.7% | $2,722-67.6% | $4,779-81.5% |
| Participant deferral / active EE | $3,378 | $4,204-19.6% | $3,402-0.7% | $5,609-39.8% |
| Admin fee / account holder | $1,775 | $5,734-69.0% | $3,591-50.6% | $10,829-83.6% |