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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 | $39,675 | $80,983-51.0% | $96,544-58.9% | $75,177-47.2% |
| Participation rate | 78.1% | 71.8%+6.3pp | 76.0%+2.1pp | 67.2%+10.9pp |
| Annual return | 14.16% | 27.05%-12.9pp | 25.88%-11.7pp | 160.75%-146.6pp |
| Employer contribution / active EE | $834 | $2,282-63.5% | $2,966-71.9% | $2,671-68.8% |
| Participant deferral / active EE | $2,630 | $3,929-33.0% | $4,851-45.8% | $4,126-36.3% |
| Admin fee / account holder | $8,787 | $6,717+30.8% | $8,254+6.4% | $5,651+55.5% |