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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 | $71,208-44.4% | $93,681-57.7% | $80,911-51.0% |
| Participation rate | 81.5% | 60.4%+21.1pp | 68.7%+12.8pp | 67.6%+13.8pp |
| Annual return | 16.08% | 11.27%+4.8pp | 133.47%-117.4pp | 35.63%-19.5pp |
| Employer contribution / active EE | $1,556 | $1,564-0.6% | $2,422-35.8% | $2,756-43.6% |
| Participant deferral / active EE | $5,227 | $4,035+29.6% | $4,415+18.4% | $4,297+21.6% |
| Admin fee / account holder | $6,977 | $6,951+0.4% | $8,290-15.8% | $6,935+0.6% |