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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 | $34,225 | $46,688-26.7% | $189,758-82.0% | $69,733-50.9% |
| Participation rate | 79.6% | 61.7%+17.9pp | 79.8%-0.2pp | 62.5%+17.2pp |
| Annual return | 14.38% | 14.35%0pp | 52.62%-38.2pp | 15.22%-0.8pp |
| Employer contribution / active EE | $2,426 | $1,695+43.1% | $4,767-49.1% | $2,250+7.8% |
| Participant deferral / active EE | $1,516 | $2,143-29.2% | $5,856-74.1% | $3,054-50.4% |
| Admin fee / account holder | $5,396 | $1,700+217.3% | $20,388-73.5% | $3,102+74.0% |