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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 | $42,284 | $84,236-49.8% | $170,435-75.2% | $70,126-39.7% |
| Participation rate | 83.8% | 70.8%+12.9pp | 83.6%+0.2pp | 69.5%+14.2pp |
| Annual return | 17.33% | 23.06%-5.7pp | 205.94%-188.6pp | 73.15%-55.8pp |
| Employer contribution / active EE | $1,923 | $3,387-43.2% | $5,432-64.6% | $2,343-17.9% |
| Participant deferral / active EE | $3,785 | $3,086+22.7% | $4,939-23.4% | $3,332+13.6% |
| Admin fee / account holder | $6,735 | $5,698+18.2% | $13,881-51.5% | $4,645+45.0% |