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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 | $43,698 | $75,541-42.2% | $152,093-71.3% | $82,637-47.1% |
| Participation rate | 77.8% | 66.5%+11.2pp | 77.8%0pp | 68.1%+9.7pp |
| Annual return | 13.14% | 32.56%-19.4pp | 66.36%-53.2pp | 53.51%-40.4pp |
| Employer contribution / active EE | $2,381 | $2,622-9.2% | $4,175-43.0% | $2,552-6.7% |
| Participant deferral / active EE | $2,680 | $3,206-16.4% | $5,451-50.8% | $4,126-35.0% |
| Admin fee / account holder | $580 | $6,405-90.9% | $14,497-96.0% | $7,339-92.1% |