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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 | $39,520 | $71,197-44.5% | $93,669-57.8% | $80,925-51.2% |
| Participation rate | 76.2% | 60.4%+15.8pp | 68.7%+7.5pp | 67.7%+8.5pp |
| Annual return | 12.52% | 11.27%+1.2pp | 133.59%-121.1pp | 35.65%-23.1pp |
| Employer contribution / active EE | $3,137 | $1,565+100.5% | $2,424+29.4% | $2,756+13.8% |
| Participant deferral / active EE | $5,036 | $4,036+24.8% | $4,416+14.0% | $4,299+17.1% |
| Admin fee / account holder | $7,262 | $6,959+4.4% | $8,291-12.4% | $6,940+4.6% |