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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 | $42,414 | $80,983-47.6% | $96,544-56.1% | $75,177-43.6% |
| Participation rate | 74.3% | 71.8%+2.5pp | 76.0%-1.7pp | 67.2%+7.1pp |
| Annual return | 12.87% | 27.05%-14.2pp | 25.88%-13.0pp | 160.75%-147.9pp |
| Employer contribution / active EE | $2,173 | $2,282-4.8% | $2,966-26.8% | $2,671-18.7% |
| Participant deferral / active EE | $4,628 | $3,929+17.8% | $4,851-4.6% | $4,126+12.2% |
| Admin fee / account holder | $8,017 | $6,717+19.4% | $8,254-2.9% | $5,651+41.9% |