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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 | $42,375 | $69,977-39.4% | $108,582-61.0% | $62,881-32.6% |
| Participation rate | 79.4% | 72.9%+6.5pp | 79.6%-0.2pp | 69.3%+10.1pp |
| Annual return | 7.54% | 10.73%-3.2pp | -51.70%+59.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $2,324 | $2,135+8.9% | $3,758-38.2% | $2,281+1.9% |
| Participant deferral / active EE | $4,157 | $3,165+31.3% | $4,311-3.6% | $3,203+29.8% |
| Admin fee / account holder | $964 | $5,076-81.0% | $7,645-87.4% | $4,296-77.5% |