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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 | $53,987 | $70,435-23.4% | $96,575-44.1% | $85,856-37.1% |
| Participation rate | 70.1% | 61.8%+8.3pp | 69.8%+0.3pp | 69.3%+0.8pp |
| Annual return | 14.15% | 18.59%-4.4pp | 37.79%-23.6pp | 318.58%-304.4pp |
| Employer contribution / active EE | $1,120 | $1,413-20.7% | $2,357-52.5% | $2,565-56.3% |
| Participant deferral / active EE | $2,463 | $2,894-14.9% | $3,849-36.0% | $3,952-37.7% |
| Admin fee / account holder | $5,564 | $4,997+11.3% | $6,182-10.0% | $6,261-11.1% |