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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 | $34,516 | $54,763-37.0% | $90,324-61.8% | $72,976-52.7% |
| Participation rate | 72.5% | 65.2%+7.3pp | 73.3%-0.8pp | 69.5%+3.0pp |
| Annual return | 20.14% | 30.63%-10.5pp | 78.15%-58.0pp | 81.02%-60.9pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,123 | $2,887+42.8% | $3,885+6.1% | $3,608+14.3% |
| Admin fee / account holder | $1,292 | $3,973-67.5% | $5,356-75.9% | $5,124-74.8% |