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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 | $39,615 | $71,215-44.4% | $93,696-57.7% | $80,935-51.1% |
| Participation rate | 81.5% | 60.4%+21.1pp | 68.7%+12.8pp | 67.7%+13.8pp |
| Annual return | 16.08% | 11.27%+4.8pp | 133.74%-117.7pp | 35.66%-19.6pp |
| Employer contribution / active EE | $1,556 | $1,565-0.6% | $2,422-35.8% | $2,757-43.6% |
| Participant deferral / active EE | $5,227 | $4,037+29.5% | $4,417+18.3% | $4,299+21.6% |
| Admin fee / account holder | $6,977 | $6,958+0.3% | $8,287-15.8% | $6,924+0.8% |