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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 | $29,258 | $56,894-48.6% | $84,753-65.5% | $62,881-53.5% |
| Participation rate | 75.0% | 68.5%+6.5pp | 76.6%-1.6pp | 69.3%+5.7pp |
| Annual return | 7.49% | 6.30%+1.2pp | 22.78%-15.3pp | 20.14%-12.6pp |
| Employer contribution / active EE | $2,407 | $2,400+0.3% | $3,574-32.7% | $2,281+5.5% |
| Participant deferral / active EE | $4,420 | $2,709+63.1% | $3,712+19.1% | $3,203+38.0% |
| Admin fee / account holder | $2,996 | $3,581-16.3% | $5,333-43.8% | $4,296-30.3% |