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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 | $37,767 | $96,731-61.0% | $123,973-69.5% | $86,983-56.6% |
| Participation rate | 71.1% | 70.0%+1.1pp | 76.7%-5.5pp | 69.5%+1.6pp |
| Annual return | 24.10% | 17.33%+6.8pp | 388.13%-364.0pp | 25.83%-1.7pp |
| Employer contribution / active EE | $1,148 | $3,297-65.2% | $4,126-72.2% | $2,584-55.6% |
| Participant deferral / active EE | $4,095 | $4,152-1.4% | $5,247-22.0% | $4,194-2.4% |
| Admin fee / account holder | $12,442 | $8,722+42.6% | $11,799+5.4% | $7,856+58.4% |