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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 | $39,737 | $56,277-29.4% | $80,976-50.9% | $62,891-36.8% |
| Participation rate | 75.0% | 69.0%+6.0pp | 75.8%-0.8pp | 69.3%+5.7pp |
| Annual return | 6.31% | 22.12%-15.8pp | 17.10%-10.8pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,163 | $1,943-40.1% | $3,714-68.7% | $2,281-49.0% |
| Participant deferral / active EE | $3,600 | $4,195-14.2% | $5,696-36.8% | $3,203+12.4% |
| Admin fee / account holder | $1,364 | $3,741-63.5% | $5,516-75.3% | $4,296-68.3% |