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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 | $62,970 | $95,404-34.0% | $113,397-44.5% | $82,637-23.8% |
| Participation rate | 75.9% | 72.8%+3.0pp | 76.5%-0.6pp | 68.1%+7.8pp |
| Annual return | 17.83% | 19.08%-1.2pp | 23.20%-5.4pp | 53.51%-35.7pp |
| Employer contribution / active EE | $1,161 | $2,307-49.7% | $2,977-61.0% | $2,552-54.5% |
| Participant deferral / active EE | $6,191 | $4,220+46.7% | $5,076+21.9% | $4,126+50.0% |
| Admin fee / account holder | $969 | $9,168-89.4% | $11,957-91.9% | $7,339-86.8% |