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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 | $42,054 | $78,690-46.6% | $161,489-74.0% | $87,485-51.9% |
| Participation rate | 78.7% | 67.5%+11.3pp | 78.7%0pp | 68.9%+9.8pp |
| Annual return | 14.66% | 32.74%-18.1pp | 89.72%-75.1pp | 26.06%-11.4pp |
| Employer contribution / active EE | $1,996 | $2,588-22.9% | $4,268-53.2% | $2,596-23.1% |
| Participant deferral / active EE | $4,321 | $3,311+30.5% | $5,630-23.2% | $4,274+1.1% |
| Admin fee / account holder | $1,356 | $6,724-79.8% | $16,006-91.5% | $7,775-82.6% |