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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 | $40,264 | $78,682-48.8% | $109,188-63.1% | $85,851-53.1% |
| Participation rate | 76.4% | 68.3%+8.1pp | 75.9%+0.5pp | 69.3%+7.1pp |
| Annual return | 14.30% | 25.09%-10.8pp | 25.76%-11.5pp | 318.63%-304.3pp |
| Employer contribution / active EE | $2,017 | $2,734-26.2% | $3,723-45.8% | $2,565-21.4% |
| Participant deferral / active EE | $3,479 | $3,468+0.3% | $4,654-25.3% | $3,952-12.0% |
| Admin fee / account holder | $1,351 | $5,470-75.3% | $6,755-80.0% | $6,261-78.4% |