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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 | $50,515 | $52,306-3.4% | $69,779-27.6% | $62,881-19.7% |
| Participation rate | 89.3% | 67.2%+22.1pp | 71.8%+17.5pp | 69.3%+20.0pp |
| Annual return | 5.86% | 13.35%-7.5pp | 12.99%-7.1pp | 20.14%-14.3pp |
| Employer contribution / active EE | $1,675 | $1,799-6.9% | $2,338-28.4% | $2,281-26.6% |
| Participant deferral / active EE | $2,163 | $2,395-9.7% | $2,931-26.2% | $3,203-32.5% |
| Admin fee / account holder | $861 | $3,691-76.7% | $4,381-80.3% | $4,296-80.0% |