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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 | $12,344 | $54,757-77.5% | $90,304-86.3% | $72,975-83.1% |
| Participation rate | 74.0% | 65.2%+8.9pp | 73.3%+0.8pp | 69.5%+4.5pp |
| Annual return | 18.74% | 30.63%-11.9pp | 78.13%-59.4pp | 81.01%-62.3pp |
| Employer contribution / active EE | $2,005 | $2,093-4.2% | $2,855-29.8% | $2,440-17.8% |
| Participant deferral / active EE | $4,479 | $2,887+55.1% | $3,885+15.3% | $3,608+24.1% |
| Admin fee / account holder | $3,059 | $3,973-23.0% | $5,354-42.9% | $5,124-40.3% |