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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 | $38,054 | $49,239-22.7% | $70,462-46.0% | $79,858-52.3% |
| Participation rate | 80.6% | 69.2%+11.5pp | 75.1%+5.6pp | 69.6%+11.0pp |
| Annual return | 6.70% | 30.08%-23.4pp | 109.08%-102.4pp | 31.72%-25.0pp |
| Employer contribution / active EE | $3,031 | $2,100+44.3% | $2,737+10.7% | $2,471+22.7% |
| Participant deferral / active EE | $3,611 | $2,769+30.4% | $3,710-2.7% | $3,740-3.5% |
| Admin fee / account holder | $439 | $2,876-84.8% | $3,845-88.6% | $5,306-91.7% |