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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 | $107,666-69.6% | $102,184-68.0% | $154,746-78.9% |
| Participation rate | 83.3% | 83.7%-0.4pp | 82.6%+0.7pp | 80.7%+2.6pp |
| Annual return | 14.09% | 29.33%-15.2pp | 31.58%-17.5pp | 172.34%-158.3pp |
| Employer contribution / active EE | $2,132 | $3,846-44.6% | $3,594-40.7% | $4,379-51.3% |
| Participant deferral / active EE | $4,928 | $8,719-43.5% | $8,309-40.7% | $6,730-26.8% |
| Admin fee / account holder | $832 | $12,943-93.6% | $11,609-92.8% | $14,365-94.2% |