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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 | $36,340 | $76,551-52.5% | $123,894-70.7% | $62,881-42.2% |
| Participation rate | 82.1% | 73.0%+9.1pp | 81.4%+0.7pp | 69.3%+12.8pp |
| Annual return | 11.08% | 18.68%-7.6pp | 47.52%-36.4pp | 20.14%-9.1pp |
| Employer contribution / active EE | $489 | $2,882-83.0% | $4,617-89.4% | $2,281-78.6% |
| Participant deferral / active EE | $5,448 | $4,840+12.6% | $5,984-9.0% | $3,203+70.1% |
| Admin fee / account holder | $1,336 | $4,826-72.3% | $8,357-84.0% | $4,296-68.9% |