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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 | $45,441 | $77,814-41.6% | $158,223-71.3% | $86,983-47.8% |
| Participation rate | 72.1% | 68.4%+3.7pp | 79.2%-7.1pp | 69.5%+2.6pp |
| Annual return | 17.10% | 30.54%-13.4pp | 52.09%-35.0pp | 25.83%-8.7pp |
| Employer contribution / active EE | $2,539 | $2,592-2.1% | $4,109-38.2% | $2,584-1.8% |
| Participant deferral / active EE | $7,271 | $3,270+122.4% | $5,467+33.0% | $4,194+73.4% |
| Admin fee / account holder | $5,762 | $5,879-2.0% | $16,047-64.1% | $7,856-26.7% |