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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 | $39,457 | $87,733-55.0% | $106,551-63.0% | $85,856-54.0% |
| Participation rate | 93.1% | 71.9%+21.2pp | 76.1%+17.0pp | 69.3%+23.8pp |
| Annual return | 16.90% | 21.86%-5.0pp | 26.80%-9.9pp | 318.58%-301.7pp |
| Employer contribution / active EE | $2,709 | $2,073+30.7% | $2,819-3.9% | $2,565+5.6% |
| Participant deferral / active EE | $5,352 | $3,469+54.3% | $4,398+21.7% | $3,952+35.4% |
| Admin fee / account holder | $4,751 | $6,767-29.8% | $7,408-35.9% | $6,261-24.1% |