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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 | $49,835 | $87,733-43.2% | $106,551-53.2% | $85,856-42.0% |
| Participation rate | 76.9% | 71.9%+5.0pp | 76.1%+0.8pp | 69.3%+7.6pp |
| Annual return | 22.04% | 21.86%+0.2pp | 26.80%-4.8pp | 318.58%-296.5pp |
| Employer contribution / active EE | $1,439 | $2,073-30.6% | $2,819-49.0% | $2,565-43.9% |
| Participant deferral / active EE | $2,832 | $3,469-18.4% | $4,398-35.6% | $3,952-28.3% |
| Admin fee / account holder | $2,062 | $6,767-69.5% | $7,408-72.2% | $6,261-67.1% |