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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 | $35,726 | $77,814-54.1% | $158,223-77.4% | $86,983-58.9% |
| Participation rate | 80.0% | 68.4%+11.6pp | 79.2%+0.8pp | 69.5%+10.5pp |
| Annual return | 12.85% | 30.54%-17.7pp | 52.09%-39.2pp | 25.83%-13.0pp |
| Employer contribution / active EE | $1,410 | $2,592-45.6% | $4,109-65.7% | $2,584-45.5% |
| Participant deferral / active EE | $1,930 | $3,270-41.0% | $5,467-64.7% | $4,194-54.0% |
| Admin fee / account holder | $3,015 | $5,879-48.7% | $16,047-81.2% | $7,856-61.6% |