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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 | $39,006 | $80,992-51.8% | $96,534-59.6% | $75,173-48.1% |
| Participation rate | 75.6% | 71.8%+3.8pp | 76.0%-0.4pp | 67.2%+8.4pp |
| Annual return | 17.55% | 27.05%-9.5pp | 25.88%-8.3pp | 160.72%-143.2pp |
| Employer contribution / active EE | $2,409 | $2,283+5.5% | $2,965-18.8% | $2,671-9.8% |
| Participant deferral / active EE | $3,681 | $3,929-6.3% | $4,851-24.1% | $4,126-10.8% |
| Admin fee / account holder | $325 | $6,717-95.2% | $8,253-96.1% | $5,651-94.2% |