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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 | $40,788 | $49,976-18.4% | $66,674-38.8% | $82,637-50.6% |
| Participation rate | 73.1% | 63.1%+10.0pp | 73.7%-0.6pp | 68.1%+5.0pp |
| Annual return | 21.02% | 39.09%-18.1pp | 321.24%-300.2pp | 53.51%-32.5pp |
| Employer contribution / active EE | $1,636 | $1,988-17.7% | $2,620-37.6% | $2,552-35.9% |
| Participant deferral / active EE | $3,073 | $2,847+8.0% | $4,084-24.8% | $4,126-25.5% |
| Admin fee / account holder | $3,245 | $4,594-29.4% | $5,098-36.4% | $7,339-55.8% |