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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 | $42,916 | $76,551-43.9% | $123,894-65.4% | $62,881-31.8% |
| Participation rate | 81.2% | 73.0%+8.2pp | 81.4%-0.3pp | 69.3%+11.9pp |
| Annual return | 8.91% | 18.68%-9.8pp | 47.52%-38.6pp | 20.14%-11.2pp |
| Employer contribution / active EE | $1,915 | $2,882-33.6% | $4,617-58.5% | $2,281-16.0% |
| Participant deferral / active EE | $3,077 | $4,840-36.4% | $5,984-48.6% | $3,203-3.9% |
| Admin fee / account holder | $3,462 | $4,826-28.3% | $8,357-58.6% | $4,296-19.4% |