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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 | $40,534 | $80,992-50.0% | $96,534-58.0% | $75,173-46.1% |
| Participation rate | 76.2% | 71.8%+4.4pp | 76.0%+0.2pp | 67.2%+9.0pp |
| Annual return | 16.98% | 27.05%-10.1pp | 25.88%-8.9pp | 160.72%-143.7pp |
| Employer contribution / active EE | $2,116 | $2,283-7.3% | $2,965-28.6% | $2,671-20.8% |
| Participant deferral / active EE | $3,728 | $3,929-5.1% | $4,851-23.2% | $4,126-9.7% |
| Admin fee / account holder | $4,174 | $6,717-37.9% | $8,253-49.4% | $5,651-26.1% |