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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 | $21,472 | $72,269-70.3% | $101,271-78.8% | $79,852-73.1% |
| Participation rate | 75.6% | 68.5%+7.1pp | 75.8%-0.3pp | 69.6%+5.9pp |
| Annual return | 15.75% | 22.29%-6.5pp | 46.48%-30.7pp | 31.72%-16.0pp |
| Employer contribution / active EE | $1,747 | $2,692-35.1% | $3,660-52.3% | $2,471-29.3% |
| Participant deferral / active EE | $2,535 | $3,282-22.7% | $4,371-42.0% | $3,740-32.2% |
| Admin fee / account holder | $2,167 | $4,401-50.8% | $5,948-63.6% | $5,306-59.2% |