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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 | $39,137 | $77,814-49.7% | $158,223-75.3% | $86,983-55.0% |
| Participation rate | 79.1% | 68.4%+10.7pp | 79.2%-0.1pp | 69.5%+9.6pp |
| Annual return | 12.24% | 30.54%-18.3pp | 52.09%-39.9pp | 25.83%-13.6pp |
| Employer contribution / active EE | $595 | $2,592-77.0% | $4,109-85.5% | $2,584-77.0% |
| Participant deferral / active EE | $2,142 | $3,270-34.5% | $5,467-60.8% | $4,194-48.9% |
| Admin fee / account holder | $1,358 | $5,879-76.9% | $16,047-91.5% | $7,856-82.7% |