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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 | $44,770 | $72,486-38.2% | $87,103-48.6% | $72,976-38.7% |
| Participation rate | 87.7% | 72.8%+14.9pp | 76.9%+10.8pp | 69.5%+18.2pp |
| Annual return | 18.17% | 24.46%-6.3pp | 28.19%-10.0pp | 81.02%-62.8pp |
| Employer contribution / active EE | $1,039 | $1,894-45.1% | $2,521-58.8% | $2,440-57.4% |
| Participant deferral / active EE | $3,606 | $3,270+10.3% | $4,049-10.9% | $3,6080% |
| Admin fee / account holder | $26,529 | $5,055+424.9% | $7,491+254.1% | $5,124+417.7% |