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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 | $32,334 | $70,418-54.1% | $96,570-66.5% | $85,847-62.3% |
| Participation rate | 70.7% | 61.8%+8.8pp | 69.8%+0.8pp | 69.3%+1.3pp |
| Annual return | 14.36% | 18.59%-4.2pp | 37.79%-23.4pp | 318.61%-304.2pp |
| Employer contribution / active EE | $2,681 | $1,413+89.7% | $2,357+13.8% | $2,565+4.5% |
| Participant deferral / active EE | $4,731 | $2,894+63.5% | $3,849+22.9% | $3,952+19.7% |
| Admin fee / account holder | $3,171 | $4,995-36.5% | $6,182-48.7% | $6,261-49.4% |