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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 | $40,092 | $64,920-38.2% | $103,693-61.3% | $86,983-53.9% |
| Participation rate | 87.1% | 63.6%+23.5pp | 72.6%+14.5pp | 69.5%+17.6pp |
| Annual return | 16.45% | 30.29%-13.8pp | 47.61%-31.2pp | 25.83%-9.4pp |
| Employer contribution / active EE | $3,011 | $2,141+40.6% | $2,920+3.1% | $2,584+16.5% |
| Participant deferral / active EE | $10,540 | $3,241+225.2% | $4,579+130.2% | $4,194+151.3% |
| Admin fee / account holder | $2,811 | $6,191-54.6% | $7,858-64.2% | $7,856-64.2% |