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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 | $45,508 | $53,837-15.5% | $75,714-39.9% | $85,847-47.0% |
| Participation rate | 75.4% | 69.1%+6.4pp | 74.8%+0.6pp | 69.3%+6.1pp |
| Annual return | 35.85% | 24.54%+11.3pp | 104.62%-68.8pp | 318.61%-282.8pp |
| Employer contribution / active EE | $1,468 | $2,017-27.2% | $2,744-46.5% | $2,565-42.8% |
| Participant deferral / active EE | $3,806 | $2,895+31.4% | $3,820-0.4% | $3,952-3.7% |
| Admin fee / account holder | $1,030 | $3,339-69.2% | $3,619-71.5% | $6,261-83.6% |