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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 | $32,694 | $100,970-67.6% | $96,576-66.1% | $137,256-76.2% |
| Participation rate | 83.3% | 82.6%+0.7pp | 81.4%+1.9pp | 80.0%+3.4pp |
| Annual return | 14.09% | 38.16%-24.1pp | 38.47%-24.4pp | 220.34%-206.3pp |
| Employer contribution / active EE | $2,132 | $3,809-44.0% | $3,553-40.0% | $4,156-48.7% |
| Participant deferral / active EE | $4,928 | $8,286-40.5% | $7,956-38.1% | $6,407-23.1% |
| Admin fee / account holder | $832 | $11,312-92.6% | $11,381-92.7% | $12,270-93.2% |