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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 | $61,437 | $64,920-5.4% | $103,693-40.8% | $86,983-29.4% |
| Participation rate | 73.3% | 63.6%+9.7pp | 72.6%+0.7pp | 69.5%+3.8pp |
| Annual return | 19.21% | 30.29%-11.1pp | 47.61%-28.4pp | 25.83%-6.6pp |
| Employer contribution / active EE | $1,534 | $2,141-28.3% | $2,920-47.5% | $2,584-40.6% |
| Participant deferral / active EE | $2,912 | $3,241-10.2% | $4,579-36.4% | $4,194-30.6% |
| Admin fee / account holder | $2,839 | $6,191-54.1% | $7,858-63.9% | $7,856-63.9% |