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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 | $44,039 | $87,106-49.4% | $105,607-58.3% | $80,935-45.6% |
| Participation rate | 75.0% | 70.4%+4.6pp | 75.3%-0.3pp | 67.7%+7.3pp |
| Annual return | 15.23% | 17.01%-1.8pp | 116.11%-100.9pp | 35.66%-20.4pp |
| Employer contribution / active EE | $867 | $2,396-63.8% | $3,167-72.6% | $2,757-68.5% |
| Participant deferral / active EE | $2,153 | $3,986-46.0% | $5,011-57.0% | $4,299-49.9% |
| Admin fee / account holder | $2,504 | $8,447-70.4% | $10,958-77.2% | $6,924-63.8% |