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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 | $41,916 | $68,880-39.1% | $120,580-65.2% | $80,959-48.2% |
| Participation rate | 70.4% | 61.7%+8.7pp | 72.0%-1.6pp | 67.7%+2.7pp |
| Annual return | 12.51% | 23.68%-11.2pp | 107.48%-95.0pp | 35.67%-23.2pp |
| Employer contribution / active EE | $2,241 | $2,066+8.4% | $3,469-35.4% | $2,757-18.7% |
| Participant deferral / active EE | $2,071 | $3,191-35.1% | $4,995-58.5% | $4,300-51.8% |
| Admin fee / account holder | $1,582 | $5,785-72.7% | $9,418-83.2% | $6,925-77.2% |