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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 | $34,353 | $64,920-47.1% | $103,693-66.9% | $86,983-60.5% |
| Participation rate | 86.7% | 63.6%+23.1pp | 72.6%+14.0pp | 69.5%+17.1pp |
| Annual return | 11.86% | 30.29%-18.4pp | 47.61%-35.7pp | 25.83%-14.0pp |
| Employer contribution / active EE | $1,390 | $2,141-35.1% | $2,920-52.4% | $2,584-46.2% |
| Participant deferral / active EE | $2,546 | $3,241-21.5% | $4,579-44.4% | $4,194-39.3% |
| Admin fee / account holder | $1,378 | $6,191-77.7% | $7,858-82.5% | $7,856-82.5% |