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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 | $33,881 | $78,682-56.9% | $109,188-69.0% | $85,851-60.5% |
| Participation rate | 76.3% | 68.3%+8.0pp | 75.9%+0.4pp | 69.3%+6.9pp |
| Annual return | 18.21% | 25.09%-6.9pp | 25.76%-7.5pp | 318.63%-300.4pp |
| Employer contribution / active EE | $955 | $2,734-65.1% | $3,723-74.4% | $2,565-62.8% |
| Participant deferral / active EE | $3,707 | $3,468+6.9% | $4,654-20.3% | $3,952-6.2% |
| Admin fee / account holder | $1,231 | $5,470-77.5% | $6,755-81.8% | $6,261-80.3% |