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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 | $39,943 | $64,359-37.9% | $90,161-55.7% | $70,126-43.0% |
| Participation rate | 80.6% | 70.4%+10.1pp | 76.9%+3.7pp | 69.5%+11.0pp |
| Annual return | 21.47% | 28.13%-6.7pp | 34.89%-13.4pp | 73.15%-51.7pp |
| Employer contribution / active EE | $2,947 | $2,046+44.1% | $3,318-11.2% | $2,343+25.8% |
| Participant deferral / active EE | $5,376 | $4,389+22.5% | $5,287+1.7% | $3,332+61.4% |
| Admin fee / account holder | $1,357 | $3,945-65.6% | $5,943-77.2% | $4,645-70.8% |