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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 | $42,854 | $35,183+21.8% | $73,550-41.7% | $70,126-38.9% |
| Participation rate | 84.1% | 42.9%+41.1pp | 54.9%+29.1pp | 69.5%+14.5pp |
| Annual return | 13.07% | 26.90%-13.8pp | -15.16%+28.2pp | 73.15%-60.1pp |
| Employer contribution / active EE | $804 | $709+13.4% | $1,219-34.1% | $2,343-65.7% |
| Participant deferral / active EE | $1,690 | $1,220+38.6% | $1,804-6.3% | $3,332-49.3% |
| Admin fee / account holder | $2,045 | $2,302-11.2% | $2,320-11.8% | $4,645-56.0% |