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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 | $82,135 | $115,911-29.1% | $100,530-18.3% | $158,950-48.3% |
| Participation rate | 84.6% | 81.6%+3.0pp | 79.4%+5.2pp | 82.0%+2.7pp |
| Annual return | 33.40% | 34.80%-1.4pp | 30.89%+2.5pp | 302.91%-269.5pp |
| Employer contribution / active EE | $1,015 | $4,104-75.3% | $3,418-70.3% | $4,762-78.7% |
| Participant deferral / active EE | $3,890 | $6,676-41.7% | $6,271-38.0% | $5,983-35.0% |
| Admin fee / account holder | $2,469 | $10,999-77.6% | $8,083-69.5% | $11,248-78.0% |