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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 | $41,377 | $69,515-40.5% | $86,868-52.4% | $85,856-51.8% |
| Participation rate | 73.2% | 66.3%+6.8pp | 71.6%+1.5pp | 69.3%+3.9pp |
| Annual return | 15.72% | 20.12%-4.4pp | 63.53%-47.8pp | 318.58%-302.9pp |
| Employer contribution / active EE | $1,285 | $1,880-31.7% | $2,496-48.5% | $2,565-49.9% |
| Participant deferral / active EE | $1,955 | $2,919-33.0% | $3,699-47.2% | $3,952-50.5% |
| Admin fee / account holder | $6,796 | $5,972+13.8% | $5,829+16.6% | $6,261+8.5% |