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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 | $36,380 | $76,551-52.5% | $123,894-70.6% | $62,881-42.1% |
| Participation rate | 81.1% | 73.0%+8.2pp | 81.4%-0.3pp | 69.3%+11.8pp |
| Annual return | 10.06% | 18.68%-8.6pp | 47.52%-37.5pp | 20.14%-10.1pp |
| Employer contribution / active EE | $2,090 | $2,882-27.5% | $4,617-54.7% | $2,281-8.4% |
| Participant deferral / active EE | $4,239 | $4,840-12.4% | $5,984-29.2% | $3,203+32.4% |
| Admin fee / account holder | $5,088 | $4,826+5.4% | $8,357-39.1% | $4,296+18.5% |