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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 | $44,031 | $73,988-40.5% | $96,538-54.4% | $75,177-41.4% |
| Participation rate | 76.3% | 66.4%+9.9pp | 74.3%+2.0pp | 67.2%+9.1pp |
| Annual return | 13.96% | 26.73%-12.8pp | 35.74%-21.8pp | 160.75%-146.8pp |
| Employer contribution / active EE | $2,265 | $2,930-22.7% | $3,740-39.4% | $2,671-15.2% |
| Participant deferral / active EE | $4,015 | $3,660+9.7% | $4,880-17.7% | $4,126-2.7% |
| Admin fee / account holder | $1,805 | $5,220-65.4% | $6,737-73.2% | $5,651-68.1% |