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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 | $39,993 | $77,814-48.6% | $158,223-74.7% | $86,983-54.0% |
| Participation rate | 72.9% | 68.4%+4.5pp | 79.2%-6.3pp | 69.5%+3.4pp |
| Annual return | 17.00% | 30.54%-13.5pp | 52.09%-35.1pp | 25.83%-8.8pp |
| Employer contribution / active EE | $2,878 | $2,592+11.0% | $4,109-30.0% | $2,584+11.3% |
| Participant deferral / active EE | $4,450 | $3,270+36.1% | $5,467-18.6% | $4,194+6.1% |
| Admin fee / account holder | $2,198 | $5,879-62.6% | $16,047-86.3% | $7,856-72.0% |