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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 | $39,597 | $55,713-28.9% | $75,894-47.8% | $72,983-45.7% |
| Participation rate | 73.3% | 61.1%+12.2pp | 69.3%+4.0pp | 69.5%+3.8pp |
| Annual return | 39.59% | 27.60%+12.0pp | 30.76%+8.8pp | 81.01%-41.4pp |
| Employer contribution / active EE | $683 | $1,687-59.5% | $2,501-72.7% | $2,440-72.0% |
| Participant deferral / active EE | $4,545 | $2,634+72.5% | $3,603+26.1% | $3,608+26.0% |
| Admin fee / account holder | $607 | $3,980-84.8% | $5,420-88.8% | $5,124-88.2% |