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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 | $36,797 | $80,992-54.6% | $96,534-61.9% | $75,173-51.1% |
| Participation rate | 73.3% | 71.8%+1.5pp | 76.0%-2.6pp | 67.2%+6.1pp |
| Annual return | 18.24% | 27.05%-8.8pp | 25.88%-7.6pp | 160.72%-142.5pp |
| Employer contribution / active EE | $1,741 | $2,283-23.7% | $2,965-41.3% | $2,671-34.8% |
| Participant deferral / active EE | $3,245 | $3,929-17.4% | $4,851-33.1% | $4,126-21.3% |
| Admin fee / account holder | $1,468 | $6,717-78.1% | $8,253-82.2% | $5,651-74.0% |