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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 | $39,797 | $50,554-21.3% | $67,681-41.2% | $87,485-54.5% |
| Participation rate | 72.4% | 67.7%+4.7pp | 73.7%-1.3pp | 68.9%+3.5pp |
| Annual return | 11.01% | 17.81%-6.8pp | 590.58%-579.6pp | 26.06%-15.1pp |
| Employer contribution / active EE | $1,451 | $1,988-27.0% | $2,678-45.8% | $2,596-44.1% |
| Participant deferral / active EE | $3,640 | $2,961+22.9% | $3,976-8.4% | $4,274-14.8% |
| Admin fee / account holder | $3,770 | $4,132-8.8% | $6,100-38.2% | $7,775-51.5% |