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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 | $40,920 | $69,977-41.5% | $108,582-62.3% | $62,881-34.9% |
| Participation rate | 80.0% | 72.9%+7.1pp | 79.6%+0.4pp | 69.3%+10.7pp |
| Annual return | 6.55% | 10.73%-4.2pp | -51.70%+58.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $3,821 | $2,135+79.0% | $3,758+1.7% | $2,281+67.5% |
| Participant deferral / active EE | $4,298 | $3,165+35.8% | $4,311-0.3% | $3,203+34.2% |
| Admin fee / account holder | $7,026 | $5,076+38.4% | $7,645-8.1% | $4,296+63.6% |