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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 | $42,215 | $57,541-26.6% | $95,740-55.9% | $75,173-43.8% |
| Participation rate | 82.5% | 62.5%+20.0pp | 72.3%+10.2pp | 67.2%+15.3pp |
| Annual return | 14.48% | 34.93%-20.5pp | 28.41%-13.9pp | 160.72%-146.2pp |
| Employer contribution / active EE | $1,028 | $1,808-43.1% | $2,836-63.7% | $2,671-61.5% |
| Participant deferral / active EE | $2,052 | $3,074-33.2% | $4,244-51.6% | $4,126-50.3% |
| Admin fee / account holder | $6,439 | $4,099+57.1% | $5,676+13.4% | $5,651+14.0% |