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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 | $32,703 | $62,592-47.8% | $85,693-61.8% | $85,856-61.9% |
| Participation rate | 72.0% | 61.1%+10.9pp | 69.9%+2.1pp | 69.3%+2.7pp |
| Annual return | 25.68% | 23.77%+1.9pp | 21.49%+4.2pp | 318.58%-292.9pp |
| Employer contribution / active EE | $2,686 | $1,755+53.0% | $2,618+2.6% | $2,565+4.7% |
| Participant deferral / active EE | $3,601 | $2,802+28.5% | $3,923-8.2% | $3,952-8.9% |
| Admin fee / account holder | $1,358 | $4,643-70.8% | $6,874-80.3% | $6,261-78.3% |