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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 | $45,970 | $101,798-54.8% | $165,071-72.2% | $80,935-43.2% |
| Participation rate | 78.0% | 71.8%+6.2pp | 78.6%-0.6pp | 67.7%+10.3pp |
| Annual return | 19.11% | 16.73%+2.4pp | 70.17%-51.1pp | 35.66%-16.6pp |
| Employer contribution / active EE | $1,990 | $2,954-32.7% | $4,347-54.2% | $2,757-27.8% |
| Participant deferral / active EE | $3,809 | $4,476-14.9% | $6,035-36.9% | $4,299-11.4% |
| Admin fee / account holder | $9,261 | $8,221+12.6% | $12,695-27.0% | $6,924+33.7% |