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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 | $38,684 | $63,703-39.3% | $93,063-58.4% | $82,448-53.1% |
| Participation rate | 72.0% | 63.8%+8.2pp | 72.1%-0.1pp | 68.1%+3.9pp |
| Annual return | 15.95% | -775.43%+791.4pp | 34.15%-18.2pp | 41.64%-25.7pp |
| Employer contribution / active EE | $1,240 | $1,729-28.3% | $2,476-49.9% | $2,551-51.4% |
| Participant deferral / active EE | $3,109 | $2,919+6.5% | $3,958-21.5% | $4,139-24.9% |
| Admin fee / account holder | $4,170 | $5,982-30.3% | $6,033-30.9% | $7,234-42.4% |