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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 | $32,389 | $81,446-60.2% | $103,374-68.7% | $80,874-60.0% |
| Participation rate | 75.0% | 66.9%+8.1pp | 74.5%+0.5pp | 67.6%+7.4pp |
| Annual return | 13.77% | 25.57%-11.8pp | 24.89%-11.1pp | 35.62%-21.8pp |
| Employer contribution / active EE | $1,276 | $3,107-58.9% | $3,869-67.0% | $2,756-53.7% |
| Participant deferral / active EE | $3,617 | $3,870-6.5% | $5,058-28.5% | $4,297-15.8% |
| Admin fee / account holder | $1,097 | $6,715-83.7% | $8,394-86.9% | $6,935-84.2% |