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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 | $21,923 | $81,457-73.1% | $103,378-78.8% | $80,911-72.9% |
| Participation rate | 75.0% | 66.8%+8.2pp | 74.5%+0.5pp | 67.6%+7.4pp |
| Annual return | 13.62% | 25.58%-12.0pp | 24.91%-11.3pp | 35.63%-22.0pp |
| Employer contribution / active EE | $4,249 | $3,107+36.7% | $3,870+9.8% | $2,756+54.2% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,529 | $6,717-62.3% | $8,401-69.9% | $6,935-63.5% |