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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 | $34,331 | $100,970-66.0% | $96,576-64.5% | $137,256-75.0% |
| Participation rate | 80.0% | 82.6%-2.6pp | 81.4%-1.4pp | 80.0%0pp |
| Annual return | 21.60% | 38.16%-16.6pp | 38.47%-16.9pp | 220.34%-198.7pp |
| Employer contribution / active EE | $2,942 | $3,809-22.8% | $3,553-17.2% | $4,156-29.2% |
| Participant deferral / active EE | $5,528 | $8,286-33.3% | $7,956-30.5% | $6,407-13.7% |
| Admin fee / account holder | $858 | $11,312-92.4% | $11,381-92.5% | $12,270-93.0% |