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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 | $55,744 | $60,349-7.6% | $74,184-24.9% | $62,881-11.3% |
| Participation rate | 70.0% | 72.7%-2.7pp | 76.6%-6.6pp | 69.3%+0.7pp |
| Annual return | 11.76% | 21.38%-9.6pp | 17.74%-6.0pp | 20.14%-8.4pp |
| Employer contribution / active EE | $6,379 | $1,680+279.6% | $2,370+169.1% | $2,281+179.7% |
| Participant deferral / active EE | $5,206 | $2,856+82.3% | $3,550+46.7% | $3,203+62.5% |
| Admin fee / account holder | $2,824 | $4,261-33.7% | $5,586-49.4% | $4,296-34.3% |