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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 | $40,894 | $94,436-56.7% | $115,599-64.6% | $82,637-50.5% |
| Participation rate | 74.0% | 70.4%+3.6pp | 74.3%-0.3pp | 68.1%+6.0pp |
| Annual return | 17.56% | 18.37%-0.8pp | 111.10%-93.5pp | 53.51%-35.9pp |
| Employer contribution / active EE | $1,677 | $2,324-27.8% | $2,955-43.3% | $2,552-34.3% |
| Participant deferral / active EE | $1,947 | $3,955-50.8% | $4,889-60.2% | $4,126-52.8% |
| Admin fee / account holder | $5,617 | $10,328-45.6% | $12,841-56.3% | $7,339-23.5% |